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CFWAX vs FMFTX
CFWAX vs FMFTX Comparison
Open Charts CFWAX vs FMFTX
Calvert Global Water A
Price$26.48
Change-$0.57 (-2.11%)
VolumeN/A
Net Assets523.92M
Fidelity Advisor Materials M
Price$80.95
Change-$3.28 (-3.89%)
VolumeN/A
Net Assets721.19M
CFWAX vs FMFTX Comparison Chart
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CFWAX vs. FMFTX 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 FMFTX is a Buy.
FUNDAMENTALS
Fundamentals
FMFTX has more cash in the bank: 721M vs. CFWAX (524M). CFWAX pays higher dividends than FMFTX: CFWAX (1.60) vs FMFTX (0.51). CFWAX was incepted earlier than FMFTX: CFWAX (17 years) vs FMFTX (18 years). CFWAX (1.29) and FMFTX (1.24) have similar cost to investors . FMFTX is a more actively managed with annual turnover of: 51.00 vs. CFWAX (29.00). CFWAX initial investment is less costly to investors than FMFTX (4%) vs FMFTX (4%). FMFTX has a lower initial minimum investment than CFWAX: FMFTX (0) vs CFWAX (1000). CFWAX annual gain was more profitable for investors over the last year : -4.50 vs. FMFTX (-18.70). FMFTX return over 5 years is better than : 81.59 vs. CFWAX (75.24).
| CFWAX | FMFTX | CFWAX / FMFTX | |
| Total Expense Ratio | 1.24 | 1.24 | 100% |
| Annual Report Gross Expense Ratio | 1.29 | 1.24 | 104% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 0.674 | 1.677 | 40% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 721M | 73% |
| Annual Yield % from dividends | 1.60 | 0.51 | 313% |
| Returns for 1 year | -4.50 | -18.70 | 24% |
| Returns for 3 years | 0.28 | -21.53 | -1% |
| Returns for 5 years | 75.24 | 81.59 | 92% |
| Returns for 10 years | 63.62 | 12.32 | 517% |
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