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CFWAX vs FMFEX
CFWAX vs FMFEX Comparison
Open Charts CFWAX vs FMFEX
Calvert Global Water A
Price$28.71
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets529.36M
Fidelity Advisor Materials I
Price$88.91
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets719.5M
CFWAX vs FMFEX Comparison Chart
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CFWAX vs. FMFEX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FMFEX has more cash in the bank: 720M vs. CFWAX (529M). CFWAX pays higher dividends than FMFEX: CFWAX (1.51) vs FMFEX (0.89). CFWAX was incepted earlier than FMFEX: CFWAX (17 years) vs FMFEX (18 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 : -0.38 vs. FMFEX (-9.90). CFWAX return over 5 years is better than : 44.32 vs. FMFEX (41.42).
| 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 | 18 years | - |
| Gain YTD | 7.335 | 6.070 | 121% |
| 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 | 0.89 | 169% |
| Returns for 1 year | -0.38 | -9.90 | 4% |
| Returns for 3 years | 15.79 | -13.58 | -116% |
| Returns for 5 years | 44.32 | 41.42 | 107% |
| Returns for 10 years | 75.44 | 18.40 | 410% |
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