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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$20.99
Change-$0.02 (-0.10%)
VolumeN/A
CapitalizationN/A
Calvert Global Water A
Price$30.32
Change-$0.06 (-0.20%)
VolumeN/A
CapitalizationN/A
AWTIX vs CFWAX Comparison Chart
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AWTIX vs. CFWAX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
AWTIX has more cash in the bank: 631M vs. CFWAX (566M). CFWAX pays higher dividends than AWTIX: CFWAX (1.15) vs AWTIX (0.86). AWTIX was incepted earlier than CFWAX: AWTIX (16 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 (16.72) and CFWAX (16.11) have marching annual gain over last year. CFWAX return over 5 years is better than : 46.67 vs. AWTIX (34.42).
| AWTIX | CFWAX | AWTIX / CFWAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 10.707 | 7.939 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 566M | 111% |
| Annual Yield % from dividends | 0.86 | 1.15 | 75% |
| Returns for 1 year | 16.72 | 16.11 | 104% |
| Returns for 3 years | -9.74 | 1.89 | -515% |
| Returns for 5 years | 34.42 | 46.67 | 74% |
| Returns for 10 years | 73.70 | 65.37 | 113% |
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