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CFWAX vs FMFAX
CFWAX vs FMFAX Comparison
Open Charts CFWAX vs FMFAX
Calvert Global Water A
Price$25.72
Change+$1.45 (+5.97%)
VolumeN/A
Net Assets513.35M
Fidelity Advisor Materials A
Price$80.23
Change+$6.30 (+8.52%)
VolumeN/A
Net Assets721.19M
CFWAX vs FMFAX Comparison Chart
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CFWAX vs. FMFAX commentary
Apr 11, 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 Hold and FMFAX is a Hold.
FUNDAMENTALS
Fundamentals
FMFAX has more cash in the bank: 721M vs. CFWAX (513M). CFWAX pays higher dividends than FMFAX: CFWAX (1.60) vs FMFAX (0.75). CFWAX was incepted earlier than FMFAX: CFWAX (17 years) vs FMFAX (18 years). CFWAX (1.29) is less costly to investors than FMFAX (0.99). FMFAX is a more actively managed with annual turnover of: 51.00 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 : -14.44 vs. FMFAX (-29.72). CFWAX return over 5 years is better than : 40.65 vs. FMFAX (35.10).
| 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 | 18 years | - |
| Gain YTD | -9.169 | -11.419 | 80% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 721M | 71% |
| Annual Yield % from dividends | 1.60 | 0.75 | 215% |
| Returns for 1 year | -14.44 | -29.72 | 49% |
| Returns for 3 years | -7.29 | -30.18 | 24% |
| Returns for 5 years | 40.65 | 35.10 | 116% |
| Returns for 10 years | 46.96 | -2.48 | -1,892% |
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