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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$18.68
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets540.67M
Calvert Global Water A
Price$29.48
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets562.61M
AWTIX vs CFWAX Comparison Chart in %
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AWTIX vs. CFWAX commentary
Dec 26, 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 AWTIX is a Buy and CFWAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFWAX (563M) and AWTIX (541M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTIX: CFWAX (1.40) vs AWTIX (0.70). AWTIX was incepted earlier than CFWAX: AWTIX (17 years) vs CFWAX (17 years). CFWAX (1.29) and AWTIX (1.23) have similar cost to investors . CFWAX is a more actively managed with annual turnover of: 24.00 vs. AWTIX (22.00). CFWAX has a lower initial minimum investment than AWTIX: CFWAX (1000) vs AWTIX (1000000). CFWAX annual gain was more profitable for investors over the last year : 9.39 vs. AWTIX (0.00). CFWAX return over 5 years is better than : 23.01 vs. AWTIX (2.49).
| AWTIX | CFWAX | AWTIX / CFWAX | |
| Total Expense Ratio | 0.93 | 1.24 | 75% |
| Annual Report Gross Expense Ratio | 1.23 | 1.29 | 95% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 1.028 | 10.329 | 10% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 563M | 96% |
| Annual Yield % from dividends | 0.70 | 1.40 | 50% |
| Returns for 1 year | 0.00 | 9.39 | - |
| Returns for 3 years | 8.74 | 24.30 | 36% |
| Returns for 5 years | 2.49 | 23.01 | 11% |
| Returns for 10 years | 56.01 | 105.80 | 53% |
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