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AWTAX vs CFWAX
AWTAX vs CFWAX Comparison
Open Charts AWTAX vs CFWAX
Virtus Duff & Phelps Water A
Price$21.64
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets565.98M
Calvert Global Water A
Price$31.00
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets562.61M
AWTAX vs CFWAX Comparison Chart in %
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AWTAX vs. CFWAX commentary
Dec 05, 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 StrongBuy and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTAX (566M) and CFWAX (563M) 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: 29.00 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 : 1.02 vs. AWTAX (-1.84). CFWAX return over 5 years is better than : 32.26 vs. AWTAX (14.78).
| 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 | 14.015 | 16.018 | 87% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 563M | 101% |
| Annual Yield % from dividends | 0.27 | 1.40 | 19% |
| Returns for 1 year | -1.84 | 1.02 | -180% |
| Returns for 3 years | 16.97 | 23.85 | 71% |
| Returns for 5 years | 14.78 | 32.26 | 46% |
| Returns for 10 years | 70.99 | 108.05 | 66% |
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