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CFWAX vs FMFTX
CFWAX vs FMFTX Comparison
Open Charts CFWAX vs FMFTX
Calvert Global Water A
Price$29.39
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets546.26M
Fidelity Advisor Materials M
Price$88.00
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets729.08M
CFWAX vs FMFTX Comparison Chart in %
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CFWAX vs. FMFTX commentary
Jul 17, 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 StrongBuy and FMFTX is a Hold.
FUNDAMENTALS
Fundamentals
FMFTX has more cash in the bank: 729M vs. CFWAX (546M). CFWAX pays higher dividends than FMFTX: CFWAX (1.47) vs FMFTX (0.48). CFWAX was incepted earlier than FMFTX: CFWAX (17 years) vs FMFTX (19 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 : -1.00 vs. FMFTX (-10.77). CFWAX return over 5 years is better than : 49.25 vs. FMFTX (33.80).
| 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 | 19 years | - |
| Gain YTD | 9.731 | 6.941 | 140% |
| Front Load | 5% | 4% | 150% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 729M | 75% |
| Annual Yield % from dividends | 1.47 | 0.48 | 306% |
| Returns for 1 year | -1.00 | -10.77 | 9% |
| Returns for 3 years | 29.18 | 5.22 | 559% |
| Returns for 5 years | 49.25 | 33.80 | 146% |
| Returns for 10 years | 86.67 | 19.20 | 451% |