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CFWAX vs FMFEX
CFWAX vs FMFEX Comparison
Open Charts CFWAX vs FMFEX
Calvert Global Water A
Price$29.42
Change+$0.35 (+1.20%)
VolumeN/A
Net Assets529.36M
Fidelity Advisor Materials I
Price$89.25
Change+$1.02 (+1.16%)
VolumeN/A
Net Assets719.5M
CFWAX vs FMFEX Comparison Chart in %
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CFWAX vs. FMFEX commentary
Jun 27, 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 StrongBuy 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 (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 : 3.53 vs. FMFEX (-8.54). CFWAX return over 5 years is better than : 58.78 vs. FMFEX (51.90).
| 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 | 8.795 | 5.211 | 169% |
| 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 | 3.53 | -8.54 | -41% |
| Returns for 3 years | 25.94 | -1.06 | -2,445% |
| Returns for 5 years | 58.78 | 51.90 | 113% |
| Returns for 10 years | 82.28 | 19.81 | 415% |
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