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CFWAX vs FMFEX
CFWAX vs FMFEX Comparison
Open Charts CFWAX vs FMFEX
Calvert Global Water A
Price$27.05
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets523.92M
Fidelity Advisor Materials I
Price$85.98
Change+$0.60 (+0.70%)
VolumeN/A
Net Assets721.19M
CFWAX vs FMFEX Comparison Chart
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CFWAX vs. FMFEX 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 Buy and FMFEX is a Buy.
FUNDAMENTALS
Fundamentals
FMFEX has more cash in the bank: 721M vs. CFWAX (524M). CFWAX pays higher dividends than FMFEX: CFWAX (1.60) vs FMFEX (1.00). 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: 51.00 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 : -4.50 vs. FMFEX (-18.12). FMFEX return over 5 years is better than : 87.04 vs. CFWAX (75.24).
| 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 | 0.674 | 1.813 | 37% |
| 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 | 1.00 | 160% |
| Returns for 1 year | -4.50 | -18.12 | 25% |
| Returns for 3 years | 0.28 | -20.07 | -1% |
| Returns for 5 years | 75.24 | 87.04 | 86% |
| Returns for 10 years | 63.62 | 16.06 | 396% |
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