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CFWAX vs FMFAX
CFWAX vs FMFAX Comparison
Open Charts CFWAX vs FMFAX
Calvert Global Water A
Price$29.42
Change+$0.35 (+1.20%)
VolumeN/A
Net Assets529.36M
Fidelity Advisor Materials A
Price$88.71
Change+$1.02 (+1.16%)
VolumeN/A
Net Assets719.5M
CFWAX vs FMFAX Comparison Chart in %
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CFWAX vs. FMFAX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
FMFAX has more cash in the bank: 720M vs. CFWAX (529M). CFWAX pays higher dividends than FMFAX: CFWAX (1.51) 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 : 3.53 vs. FMFAX (-8.82). CFWAX return over 5 years is better than : 58.78 vs. FMFAX (49.70).
| 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 | 8.795 | 5.068 | 174% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 720M | 73% |
| Annual Yield % from dividends | 1.51 | 0.68 | 222% |
| Returns for 1 year | 3.53 | -8.82 | -40% |
| Returns for 3 years | 25.94 | -1.93 | -1,344% |
| Returns for 5 years | 58.78 | 49.70 | 118% |
| Returns for 10 years | 82.28 | 18.07 | 455% |
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