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CFWAX vs FMFEX
CFWAX vs FMFEX Comparison
Open Charts CFWAX vs FMFEX
Calvert Global Water A
Price$27.15
Change-$0.30 (-1.09%)
VolumeN/A
Net Assets531.44M
Fidelity Advisor Materials I
Price$87.19
Change-$1.93 (-2.17%)
VolumeN/A
Net Assets763.52M
CFWAX vs FMFEX Comparison Chart
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CFWAX vs. FMFEX commentary
Feb 23, 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 FMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMFEX has more cash in the bank: 764M vs. CFWAX (531M). FMFEX (1.20) and CFWAX (1.15) have matching dividends . CFWAX was incepted earlier than FMFEX: CFWAX (16 years) vs FMFEX (18 years). FMFEX is a more actively managed with annual turnover of: 47.00 vs. CFWAX (30.00). 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 : -0.85 vs. FMFEX (-8.49). FMFEX return over 5 years is better than : 37.49 vs. CFWAX (26.98).
| CFWAX | FMFEX | CFWAX / FMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 2.732 | 6.272 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 764M | 70% |
| Annual Yield % from dividends | 1.15 | 1.20 | 95% |
| Returns for 1 year | -0.85 | -8.49 | 10% |
| Returns for 3 years | 3.67 | -8.26 | -45% |
| Returns for 5 years | 26.98 | 37.49 | 72% |
| Returns for 10 years | 67.92 | 14.76 | 460% |
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