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AWTCX vs CFWAX
AWTCX vs CFWAX Comparison
Open Charts AWTCX vs CFWAX
Virtus Duff & Phelps Water C
Price$19.91
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets565.2M
Calvert Global Water A
Price$30.75
Change-$0.20 (-0.65%)
VolumeN/A
Net Assets559.91M
AWTCX vs CFWAX Comparison Chart in %
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AWTCX vs. CFWAX commentary
Nov 14, 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 Buy and CFWAX is a Hold.
FUNDAMENTALS
Fundamentals
AWTCX (565M) and CFWAX (560M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTCX: CFWAX (1.42) 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 : 2.14 vs. AWTCX (-1.34). CFWAX return over 5 years is better than : 36.56 vs. AWTCX (9.72).
| 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 | 12.868 | 15.082 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 560M | 101% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -1.34 | 2.14 | -63% |
| Returns for 3 years | 17.60 | 27.06 | 65% |
| Returns for 5 years | 9.72 | 36.56 | 27% |
| Returns for 10 years | 62.43 | 111.24 | 56% |
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