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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$18.91
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets542.48M
Calvert Global Water A
Price$30.49
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets547.95M
AWTIX vs CFWAX Comparison Chart in %
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AWTIX vs. CFWAX commentary
Jan 16, 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 AWTIX is a Hold and CFWAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX (548M) and AWTIX (542M) have equal amount of cash in the bank . AWTIX pays higher dividends than CFWAX: AWTIX (1.18) vs CFWAX (0.98). AWTIX was incepted earlier than CFWAX: AWTIX (18 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 : 17.34 vs. AWTIX (5.23). CFWAX return over 5 years is better than : 23.84 vs. AWTIX (0.00).
| AWTIX | CFWAX | AWTIX / CFWAX | |
| Total Expense Ratio | 0.93 | 1.24 | 75% |
| Annual Report Gross Expense Ratio | 1.23 | 1.29 | 95% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 2.549 | 4.525 | 56% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 548M | 99% |
| Annual Yield % from dividends | 1.18 | 0.98 | 120% |
| Returns for 1 year | 5.23 | 17.34 | 30% |
| Returns for 3 years | 5.22 | 21.32 | 25% |
| Returns for 5 years | 0.00 | 23.84 | 0% |
| Returns for 10 years | 72.20 | 143.06 | 50% |
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