Interact to see
Advertisement
Advertisement
CFWAX vs FMFEX
CFWAX vs FMFEX Comparison
Open Charts CFWAX vs FMFEX
Calvert Global Water A
Price$29.99
Change-$0.11 (-0.37%)
VolumeN/A
Net Assets549.11M
Fidelity Advisor Materials I
Price$89.48
Change-$0.45 (-0.50%)
VolumeN/A
Net Assets712.41M
CFWAX vs FMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. FMFEX commentary
Aug 12, 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 FMFEX is a Hold.
FUNDAMENTALS
Fundamentals
FMFEX has more cash in the bank: 712M vs. CFWAX (549M). CFWAX pays higher dividends than FMFEX: CFWAX (1.47) vs FMFEX (0.88). CFWAX was incepted earlier than FMFEX: CFWAX (17 years) vs FMFEX (19 years). CFWAX (1.29) is less costly to investors than FMFEX (0.72). FMFEX is a more actively managed with annual turnover of: 65.00 vs. CFWAX (29.00). FMFEX has a lower initial minimum investment than CFWAX: FMFEX (0) vs CFWAX (1000). CFWAX annual gain was more profitable for investors over the last year : 4.27 vs. FMFEX (-2.85). CFWAX return over 5 years is better than : 43.39 vs. FMFEX (33.92).
| CFWAX | FMFEX | CFWAX / FMFEX | |
| Total Expense Ratio | 1.24 | 0.72 | 172% |
| Annual Report Gross Expense Ratio | 1.29 | 0.72 | 179% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 12.650 | 7.238 | 175% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 712M | 77% |
| Annual Yield % from dividends | 1.47 | 0.88 | 166% |
| Returns for 1 year | 4.27 | -2.85 | -150% |
| Returns for 3 years | 18.16 | -6.71 | -271% |
| Returns for 5 years | 43.39 | 33.92 | 128% |
| Returns for 10 years | 96.87 | 24.47 | 396% |