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CFWAX vs FMFCX
CFWAX vs FMFCX Comparison
Open Charts CFWAX vs FMFCX
Calvert Global Water A
Price$26.48
Change-$0.57 (-2.11%)
VolumeN/A
Net Assets523.92M
Fidelity Advisor Materials C
Price$78.08
Change-$3.17 (-3.90%)
VolumeN/A
Net Assets721.19M
CFWAX vs FMFCX Comparison Chart
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CFWAX vs. FMFCX commentary
Apr 04, 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 FMFCX is a Hold.
FUNDAMENTALS
Fundamentals
FMFCX has more cash in the bank: 721M vs. CFWAX (524M). CFWAX pays higher dividends than FMFCX: CFWAX (1.60) 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: 51.00 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 : -4.30 vs. FMFCX (-19.56). FMFCX (77.38) and CFWAX (76.22) have equivalent 5 years return.
| 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 | 1.235 | 2.253 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 721M | 73% |
| Annual Yield % from dividends | 1.60 | 0.00 | - |
| Returns for 1 year | -4.30 | -19.56 | 22% |
| Returns for 3 years | 1.02 | -22.69 | -5% |
| Returns for 5 years | 76.22 | 77.38 | 98% |
| Returns for 10 years | 62.34 | 8.30 | 751% |
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