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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$18.72
Change-$0.21 (-1.11%)
VolumeN/A
Net Assets545.13M
Calvert Global Water A
Price$26.48
Change-$0.57 (-2.11%)
VolumeN/A
Net Assets523.92M
AWTIX vs CFWAX Comparison Chart
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AWTIX vs. CFWAX commentary
Apr 04, 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 Buy and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTIX (545M) and CFWAX (524M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTIX: CFWAX (1.60) vs AWTIX (0.78). 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 : -4.50 vs. AWTIX (-5.99). CFWAX return over 5 years is better than : 75.24 vs. AWTIX (47.74).
| 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 | 1.731 | 0.674 | 257% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 524M | 104% |
| Annual Yield % from dividends | 0.78 | 1.60 | 49% |
| Returns for 1 year | -5.99 | -4.50 | 133% |
| Returns for 3 years | -1.46 | 0.28 | -520% |
| Returns for 5 years | 47.74 | 75.24 | 63% |
| Returns for 10 years | 55.73 | 63.62 | 88% |
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