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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$21.31
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets574.79M
Calvert Global Water A
Price$31.00
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets566.45M
AWTIX vs CFWAX Comparison Chart in %
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AWTIX vs. CFWAX commentary
Oct 20, 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 Hold and CFWAX is a Hold.
FUNDAMENTALS
Fundamentals
AWTIX (575M) and CFWAX (566M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTIX: CFWAX (1.41) 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: 29.00 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 : -0.04 vs. AWTIX (-1.73). CFWAX return over 5 years is better than : 43.59 vs. AWTIX (22.29).
| 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 | 15.251 | 16.018 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 566M | 102% |
| Annual Yield % from dividends | 0.70 | 1.41 | 50% |
| Returns for 1 year | -1.73 | -0.04 | 4,315% |
| Returns for 3 years | 34.04 | 40.65 | 84% |
| Returns for 5 years | 22.29 | 43.59 | 51% |
| Returns for 10 years | 78.11 | 109.10 | 72% |
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