Interact to see
Advertisement
Advertisement
CFWAX vs FMFAX
CFWAX vs FMFAX Comparison
Open Charts CFWAX vs FMFAX
Calvert Global Water A
Price$30.72
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets549.11M
Fidelity Advisor Materials A
Price$92.75
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets712.41M
CFWAX vs FMFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. FMFAX commentary
Aug 29, 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 Buy and FMFAX is a Buy.
FUNDAMENTALS
Fundamentals
FMFAX has more cash in the bank: 712M vs. CFWAX (549M). CFWAX pays higher dividends than FMFAX: CFWAX (1.47) vs FMFAX (0.68). 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 : 1.44 vs. FMFAX (-4.78). CFWAX return over 5 years is better than : 47.55 vs. FMFAX (35.23).
| 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 | 14.820 | 11.023 | 134% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 712M | 77% |
| Annual Yield % from dividends | 1.47 | 0.68 | 217% |
| Returns for 1 year | 1.44 | -4.78 | -30% |
| Returns for 3 years | 27.74 | -2.21 | -1,257% |
| Returns for 5 years | 47.55 | 35.23 | 135% |
| Returns for 10 years | 108.50 | 34.05 | 319% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement