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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$18.26
Change-$1.63 (-8.20%)
VolumeN/A
Net Assets553.22M
Calvert Global Water A
Price$31.25
Change+$0.62 (+2.02%)
VolumeN/A
Net Assets580.32M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Feb 04, 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 AWTCX is a Hold and CFWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX (580M) and AWTCX (553M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTCX: CFWAX (0.93) vs AWTCX (0.06). 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). AWTCX is a more actively managed with annual turnover of: 29.00 vs. CFWAX (24.00). 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 : 16.53 vs. AWTCX (1.84). CFWAX return over 5 years is better than : 27.37 vs. AWTCX (-3.91).
| 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 | 4.224 | 7.131 | 59% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 580M | 95% |
| Annual Yield % from dividends | 0.06 | 0.93 | 6% |
| Returns for 1 year | 1.84 | 16.53 | 11% |
| Returns for 3 years | 1.79 | 20.87 | 9% |
| Returns for 5 years | -3.91 | 27.37 | -14% |
| Returns for 10 years | 53.04 | 137.30 | 39% |
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