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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$19.99
Change+$0.12 (+0.60%)
VolumeN/A
Net Assets565.98M
Calvert Global Water A
Price$31.00
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets562.61M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Dec 04, 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 AWTCX is a StrongBuy and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTCX (566M) and CFWAX (563M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTCX: CFWAX (1.40) vs AWTCX (0.00). AWTCX was incepted earlier than CFWAX: AWTCX (18 years) vs CFWAX (17 years). AWTCX (2.24) is less costly to investors than CFWAX (1.29). CFWAX is a more actively managed with annual turnover of: 29.00 vs. AWTCX (22.00). CFWAX has a lower initial minimum investment than AWTCX: CFWAX (1000) vs AWTCX (2500). CFWAX annual gain was more profitable for investors over the last year : 1.02 vs. AWTCX (-3.06). CFWAX return over 5 years is better than : 32.26 vs. AWTCX (9.38).
| AWTCX | CFWAX | AWTCX / CFWAX | |
| Total Expense Ratio | 1.97 | 1.24 | 159% |
| Annual Report Gross Expense Ratio | 2.24 | 1.29 | 174% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 13.322 | 16.018 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 563M | 101% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -3.06 | 1.02 | -300% |
| Returns for 3 years | 13.64 | 23.85 | 57% |
| Returns for 5 years | 9.38 | 32.26 | 29% |
| Returns for 10 years | 58.95 | 108.05 | 55% |
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