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CFWAX vs FMFCX
CFWAX vs FMFCX Comparison
Open Charts CFWAX vs FMFCX
Calvert Global Water A
Price$28.76
Change-$0.39 (-1.34%)
VolumeN/A
Net Assets529.36M
Fidelity Advisor Materials C
Price$83.19
Change-$0.75 (-0.89%)
VolumeN/A
Net Assets719.5M
CFWAX vs FMFCX Comparison Chart
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CFWAX vs. FMFCX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
FMFCX has more cash in the bank: 720M vs. CFWAX (529M). CFWAX pays higher dividends than FMFCX: CFWAX (1.51) vs FMFCX (0.00). CFWAX was incepted earlier than FMFCX: CFWAX (17 years) vs FMFCX (19 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 : 0.56 vs. FMFCX (-11.54). CFWAX return over 5 years is better than : 54.68 vs. FMFCX (43.37).
| 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 | 19 years | - |
| Gain YTD | 7.635 | 4.694 | 163% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 720M | 73% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | 0.56 | -11.54 | -5% |
| Returns for 3 years | 28.13 | -7.08 | -398% |
| Returns for 5 years | 54.68 | 43.37 | 126% |
| Returns for 10 years | 76.73 | 9.35 | 820% |
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