AWTAX
Price
$19.24
Change
+$0.01 (+0.05%)
Updated
Dec 24 closing price
Net Assets
540.67M
CFWAX
Price
$29.48
Change
+$0.06 (+0.20%)
Updated
Dec 24 closing price
Net Assets
562.61M
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AWTAX vs CFWAX

Header iconAWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAXBanner chart's image
Virtus Duff & Phelps Water A
Price$19.24
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets540.67M
Calvert Global Water A
Price$29.48
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets562.61M
AWTAX vs CFWAX Comparison Chart in %
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AWTAX vs. CFWAX commentary
Dec 27, 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 AWTAX is a Buy and CFWAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CFWAX (563M) and AWTAX (541M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTAX: CFWAX (1.40) vs AWTAX (0.27). AWTAX was incepted earlier than CFWAX: AWTAX (18 years) vs CFWAX (17 years). AWTAX (1.48) is less costly to investors than CFWAX (1.29). CFWAX is a more actively managed with annual turnover of: 24.00 vs. AWTAX (22.00). AWTAX (6%) and CFWAX (5%) have equivalent initial investment costs. CFWAX has a lower initial minimum investment than AWTAX: CFWAX (1000) vs AWTAX (2500). CFWAX annual gain was more profitable for investors over the last year : 9.39 vs. AWTAX (0.37). CFWAX return over 5 years is better than : 23.01 vs. AWTAX (2.04).
AWTAXCFWAXAWTAX / CFWAX
Total Expense Ratio1.221.2498%
Annual Report Gross Expense Ratio1.481.29115%
Fund Existence18 years17 years-
Gain YTD1.37010.32913%
Front Load6%5%105%
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets541M563M96%
Annual Yield % from dividends0.271.4019%
Returns for 1 year0.379.394%
Returns for 3 years8.7924.3036%
Returns for 5 years2.0423.019%
Returns for 10 years55.72105.8053%
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