Interact to see
Advertisement
Advertisement
AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$20.45
Change-$0.15 (-0.73%)
VolumeN/A
Net Assets552.7M
Calvert Global Water A
Price$29.82
Change-$0.27 (-0.90%)
VolumeN/A
Net Assets559.91M
AWTIX vs CFWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWTIX vs. CFWAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CFWAX (560M) and AWTIX (553M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTIX: CFWAX (1.42) 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). CFWAX annual gain was more profitable for investors over the last year : -0.14 vs. AWTIX (-1.39). CFWAX return over 5 years is better than : 31.10 vs. AWTIX (14.50).
| 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 | 11.412 | 11.602 | 98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 560M | 99% |
| Annual Yield % from dividends | 0.70 | 1.42 | 50% |
| Returns for 1 year | -1.39 | -0.14 | 1,017% |
| Returns for 3 years | 18.05 | 22.73 | 79% |
| Returns for 5 years | 14.50 | 31.10 | 47% |
| Returns for 10 years | 68.04 | 100.01 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GLIN | 46.67 | -0.14 | -0.31% |
| VanEck India Growth Ldrs ETF | |||
| NAUG | 28.81 | -0.15 | -0.53% |
| Innovator Growth-100 Pwr Buffr ETF - Aug | |||
| SROI | 32.70 | -0.22 | -0.66% |
| Calamos Antetokounmpo Global Sus Eqs ETF | |||
| USSG | 61.32 | -0.60 | -0.97% |
| Xtrackers MSCI USA Selection Eq ETF | |||
| EUFN | 33.50 | -0.49 | -1.44% |
| iShares MSCI Europe Financials ETF | |||