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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$18.64
Change-$0.18 (-0.96%)
VolumeN/A
Net Assets548.99M
Calvert Global Water A
Price$27.15
Change-$0.30 (-1.09%)
VolumeN/A
Net Assets531.44M
AWTIX vs CFWAX Comparison Chart
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AWTIX vs. CFWAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
AWTIX (549M) and CFWAX (531M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTIX: CFWAX (1.15) vs AWTIX (0.86). AWTIX was incepted earlier than CFWAX: AWTIX (17 years) vs CFWAX (16 years). CFWAX is a more actively managed with annual turnover of: 30.00 vs. AWTIX (19.00). 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 : -1.94 vs. AWTIX (-4.32). CFWAX return over 5 years is better than : 25.59 vs. AWTIX (9.56).
| AWTIX | CFWAX | AWTIX / CFWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 0.811 | 1.609 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 531M | 103% |
| Annual Yield % from dividends | 0.86 | 1.15 | 75% |
| Returns for 1 year | -4.32 | -1.94 | 223% |
| Returns for 3 years | 1.70 | 2.54 | 67% |
| Returns for 5 years | 9.56 | 25.59 | 37% |
| Returns for 10 years | 53.36 | 66.08 | 81% |
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