Interact to see
Advertisement
Advertisement
AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$19.47
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets542.48M
Calvert Global Water A
Price$30.49
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets547.95M
AWTAX vs CFWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWTAX vs. CFWAX commentary
Jan 16, 2026
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 Hold and CFWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX (548M) and AWTAX (542M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTAX: CFWAX (0.98) vs AWTAX (0.84). 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 : 17.34 vs. AWTAX (5.27). CFWAX return over 5 years is better than : 23.84 vs. AWTAX (-0.76).
| AWTAX | CFWAX | AWTAX / CFWAX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.48 | 1.29 | 115% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 2.528 | 4.525 | 56% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 548M | 99% |
| Annual Yield % from dividends | 0.84 | 0.98 | 85% |
| Returns for 1 year | 5.27 | 17.34 | 30% |
| Returns for 3 years | 4.89 | 21.32 | 23% |
| Returns for 5 years | -0.76 | 23.84 | -3% |
| Returns for 10 years | 71.39 | 143.06 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LQTI | 20.06 | 0.06 | +0.27% |
| FT Vest Investment Grade & Target Income ETF | |||
| BUFD | 28.41 | -0.02 | -0.07% |
| FT Vest Laddered Deep Buffer ETF | |||
| FEBM | 30.43 | -0.02 | -0.08% |
| FT Vest U.S. Eq Max Buffr ETF - Feb | |||
| UDEC | 39.85 | -0.07 | -0.17% |
| Innovator U.S. Equity Ultra BffrETF™-Dec | |||
| JANT | 41.56 | -0.08 | -0.20% |
| AllianzIM US Equity Buffer10 Jan ETF | |||