AWTIX
Price
$20.79
Change
+$0.07 (+0.34%)
Updated
Jul 3 closing price
Net Assets
579.01M
CFWAX
Price
$29.98
Change
+$0.09 (+0.30%)
Updated
Jul 3 closing price
Net Assets
546.26M
Interact to see
Advertisement

AWTIX vs CFWAX

Header iconAWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAXBanner chart's image
Virtus Duff & Phelps Water Inst
Price$20.79
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets579.01M
Calvert Global Water A
Price$29.98
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets546.26M
AWTIX vs CFWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AWTIX vs. CFWAX commentary
Jul 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AWTIX has more cash in the bank: 579M vs. CFWAX (546M). CFWAX pays higher dividends than AWTIX: CFWAX (1.47) vs AWTIX (0.71). 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 : 6.88 vs. AWTIX (4.17). CFWAX return over 5 years is better than : 57.94 vs. AWTIX (36.84).
AWTIXCFWAXAWTIX / CFWAX
Total Expense Ratio0.931.2475%
Annual Report Gross Expense Ratio1.231.2995%
Fund Existence17 years17 years-
Gain YTD12.43912.201102%
Front LoadN/A5%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets579M546M106%
Annual Yield % from dividends0.711.4749%
Returns for 1 year4.176.8861%
Returns for 3 years30.2131.0997%
Returns for 5 years36.8457.9464%
Returns for 10 years74.6090.0883%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
DOMO14.830.29
+1.99%
Domo
NABL8.250.07
+0.86%
N-able
CDTG0.69N/A
+0.73%
CDT Environmental Technology Investment Holdings Limited
AAON75.25-0.02
-0.03%
AAON
STRW10.17-0.10
-0.97%
Strawberry Fields REIT