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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$20.21
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets564.43M
Calvert Global Water A
Price$28.71
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets529.36M
AWTIX vs CFWAX Comparison Chart
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AWTIX vs. CFWAX commentary
Jun 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWTIX is a StrongBuy and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTIX has more cash in the bank: 564M vs. CFWAX (529M). CFWAX pays higher dividends than AWTIX: CFWAX (1.51) vs AWTIX (0.73). AWTIX was incepted earlier than CFWAX: AWTIX (17 years) vs CFWAX (17 years). CFWAX (1.29) and AWTIX (1.23) have similar cost to investors . CFWAX is a more actively managed with annual turnover of: 29.00 vs. AWTIX (22.00). CFWAX has a lower initial minimum investment than AWTIX: CFWAX (1000) vs AWTIX (1000000). CFWAX annual gain was more profitable for investors over the last year : -0.38 vs. AWTIX (-2.01). CFWAX return over 5 years is better than : 44.32 vs. AWTIX (28.19).
| AWTIX | CFWAX | AWTIX / CFWAX | |
| Total Expense Ratio | 0.93 | 1.24 | 75% |
| Annual Report Gross Expense Ratio | 1.23 | 1.29 | 95% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 8.924 | 7.335 | 122% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 529M | 107% |
| Annual Yield % from dividends | 0.73 | 1.51 | 48% |
| Returns for 1 year | -2.01 | -0.38 | 536% |
| Returns for 3 years | 15.68 | 15.79 | 99% |
| Returns for 5 years | 28.19 | 44.32 | 64% |
| Returns for 10 years | 63.03 | 75.44 | 84% |
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