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CFWAX vs FMFCX
CFWAX vs FMFCX Comparison
Open Charts CFWAX vs FMFCX
Calvert Global Water A
Price$28.32
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets522.42M
Fidelity Advisor Materials C
Price$82.02
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets705.26M
CFWAX vs FMFCX Comparison Chart
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CFWAX vs. FMFCX commentary
May 23, 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 FMFCX is a Hold.
FUNDAMENTALS
Fundamentals
FMFCX has more cash in the bank: 705M vs. CFWAX (522M). CFWAX pays higher dividends than FMFCX: CFWAX (1.56) vs FMFCX (0.00). CFWAX was incepted earlier than FMFCX: CFWAX (17 years) vs FMFCX (18 years). FMFCX (1.74) is less costly to investors than CFWAX (1.29). FMFCX is a more actively managed with annual turnover of: 65.00 vs. CFWAX (29.00). FMFCX has a lower initial minimum investment than CFWAX: FMFCX (0) vs CFWAX (1000). CFWAX annual gain was more profitable for investors over the last year : -3.56 vs. FMFCX (-14.51). CFWAX return over 5 years is better than : 60.87 vs. FMFCX (44.82).
| CFWAX | FMFCX | CFWAX / FMFCX | |
| Total Expense Ratio | 1.24 | 1.74 | 71% |
| Annual Report Gross Expense Ratio | 1.29 | 1.74 | 74% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 6.287 | 3.272 | 192% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 705M | 74% |
| Annual Yield % from dividends | 1.56 | 0.00 | - |
| Returns for 1 year | -3.56 | -14.51 | 25% |
| Returns for 3 years | 17.49 | -15.44 | -113% |
| Returns for 5 years | 60.87 | 44.82 | 136% |
| Returns for 10 years | 68.38 | 5.84 | 1,171% |
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