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CFWAX vs FMFTX
CFWAX vs FMFTX Comparison
Open Charts CFWAX vs FMFTX
Calvert Global Water A
Price$28.77
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets529.36M
Fidelity Advisor Materials M
Price$87.08
Change+$0.06 (+0.07%)
VolumeN/A
Net Assets719.5M
CFWAX vs FMFTX Comparison Chart
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CFWAX vs. FMFTX commentary
Jun 07, 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: 720M vs. CFWAX (529M). CFWAX pays higher dividends than FMFTX: CFWAX (1.51) vs FMFTX (0.49). 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: 65.00 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 : 0.17 vs. FMFTX (-10.66). CFWAX return over 5 years is better than : 44.47 vs. FMFTX (37.26).
| 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 | 7.448 | 5.774 | 129% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 720M | 73% |
| Annual Yield % from dividends | 1.51 | 0.49 | 308% |
| Returns for 1 year | 0.17 | -10.66 | -2% |
| Returns for 3 years | 15.50 | -15.65 | -99% |
| Returns for 5 years | 44.47 | 37.26 | 119% |
| Returns for 10 years | 75.13 | 14.33 | 524% |
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