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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$18.68
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets579.3M
Calvert Global Water A
Price$26.96
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets529.86M
AWTIX vs CFWAX Comparison Chart
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AWTIX vs. CFWAX commentary
Jan 19, 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 Hold and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTIX has more cash in the bank: 579M vs. CFWAX (530M). 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). AWTIX annual gain was more profitable for investors over the last year : 1.80 vs. CFWAX (1.60). CFWAX return over 5 years is better than : 25.54 vs. AWTIX (12.35).
| 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 | 0.703 | 0.898 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 530M | 109% |
| Annual Yield % from dividends | 0.86 | 1.15 | 75% |
| Returns for 1 year | 1.80 | 1.60 | 112% |
| Returns for 3 years | -6.75 | -3.59 | 188% |
| Returns for 5 years | 12.35 | 25.54 | 48% |
| Returns for 10 years | 58.14 | 73.59 | 79% |
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