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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
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AWTIX vs CFWAX Comparison Chart in %
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AWTIX vs. CFWAX commentary
Jul 03, 2026
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 has more cash in the bank: 565M vs. AWTIX (501M). AWTIX pays higher dividends than CFWAX: AWTIX (1.16) vs CFWAX (0.92). AWTIX was incepted earlier than CFWAX: AWTIX (18 years) vs CFWAX (18 years). CFWAX (1.29) and AWTIX (1.23) have similar cost to investors . AWTIX is a more actively managed with annual turnover of: 29.00 vs. CFWAX (24.00). 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 : 4.84 vs. AWTIX (-9.13). CFWAX return over 5 years is better than : 14.58 vs. AWTIX (-10.79).
| AWTIX | CFWAX | AWTIX / CFWAX | |
| Total Expense Ratio | 0.93 | 1.24 | 75% |
| Annual Report Gross Expense Ratio | 1.23 | 1.29 | 95% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 0.922 | 6.376 | 14% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 565M | 89% |
| Annual Yield % from dividends | 1.16 | 0.92 | 127% |
| Returns for 1 year | -9.13 | 4.84 | -189% |
| Returns for 3 years | 1.74 | 17.91 | 10% |
| Returns for 5 years | -10.79 | 14.58 | -74% |
| Returns for 10 years | 45.90 | 99.09 | 46% |