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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$21.22
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets572.23M
Calvert Global Water A
Price$30.80
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets566.45M
AWTIX vs CFWAX Comparison Chart in %
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AWTIX vs. CFWAX commentary
Oct 09, 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 (572M) and CFWAX (566M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTIX: CFWAX (1.41) vs AWTIX (0.70). 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). AWTIX annual gain was more profitable for investors over the last year : -0.65 vs. CFWAX (-1.00). CFWAX return over 5 years is better than : 43.14 vs. AWTIX (21.97).
| 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 | 14.440 | 15.045 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 572M | 566M | 101% |
| Annual Yield % from dividends | 0.70 | 1.41 | 50% |
| Returns for 1 year | -0.65 | -1.00 | 64% |
| Returns for 3 years | 37.49 | 43.30 | 87% |
| Returns for 5 years | 21.97 | 43.14 | 51% |
| Returns for 10 years | 77.70 | 105.54 | 74% |
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