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CFWAX vs FMFEX
CFWAX vs FMFEX Comparison
Open Charts CFWAX vs FMFEX
Calvert Global Water A
Price$26.96
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets529.86M
Fidelity Advisor Materials I
Price$87.17
Change+$0.62 (+0.72%)
VolumeN/A
Net Assets738.74M
CFWAX vs FMFEX Comparison Chart
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CFWAX vs. FMFEX commentary
Jan 19, 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: 739M vs. CFWAX (530M). 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 : 1.60 vs. FMFEX (-5.13). FMFEX return over 5 years is better than : 33.68 vs. CFWAX (25.54).
| 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 | 0.898 | 3.947 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 739M | 72% |
| Annual Yield % from dividends | 1.15 | 1.20 | 95% |
| Returns for 1 year | 1.60 | -5.13 | -31% |
| Returns for 3 years | -3.59 | -14.75 | 24% |
| Returns for 5 years | 25.54 | 33.68 | 76% |
| Returns for 10 years | 73.59 | 20.78 | 354% |
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