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CFWAX vs FMFAX
CFWAX vs FMFAX Comparison
Open Charts CFWAX vs FMFAX
Calvert Global Water A
Price$29.59
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets546.26M
Fidelity Advisor Materials A
Price$90.00
Change+$0.15 (+0.17%)
VolumeN/A
Net Assets729.08M
CFWAX vs FMFAX Comparison Chart in %
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CFWAX vs. FMFAX commentary
Jul 19, 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 CFWAX is a StrongBuy and FMFAX is a Hold.
FUNDAMENTALS
Fundamentals
FMFAX has more cash in the bank: 729M vs. CFWAX (546M). CFWAX pays higher dividends than FMFAX: CFWAX (1.47) vs FMFAX (0.67). CFWAX was incepted earlier than FMFAX: CFWAX (17 years) vs FMFAX (19 years). CFWAX (1.29) is less costly to investors than FMFAX (0.99). FMFAX is a more actively managed with annual turnover of: 65.00 vs. CFWAX (29.00). FMFAX initial investment is less costly to investors than CFWAX (5%) vs CFWAX (5%). FMFAX has a lower initial minimum investment than CFWAX: FMFAX (0) vs CFWAX (1000). CFWAX annual gain was more profitable for investors over the last year : 0.69 vs. FMFAX (-9.40). CFWAX return over 5 years is better than : 50.82 vs. FMFAX (36.53).
| CFWAX | FMFAX | CFWAX / FMFAX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.29 | 0.99 | 130% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 10.891 | 7.656 | 142% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 729M | 75% |
| Annual Yield % from dividends | 1.47 | 0.67 | 220% |
| Returns for 1 year | 0.69 | -9.40 | -7% |
| Returns for 3 years | 30.83 | 6.38 | 483% |
| Returns for 5 years | 50.82 | 36.53 | 139% |
| Returns for 10 years | 89.09 | 22.86 | 390% |
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