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AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$20.76
Change+$0.23 (+1.12%)
VolumeN/A
Net Assets563.11M
Calvert Global Water A
Price$30.39
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets564.6M
AWTIX vs CFWAX Comparison Chart in %
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AWTIX vs. CFWAX commentary
Sep 30, 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 Buy.
FUNDAMENTALS
Fundamentals
CFWAX (565M) and AWTIX (563M) have equal amount of cash in the bank . CFWAX pays higher dividends than AWTIX: CFWAX (1.42) 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 : -3.66 vs. AWTIX (-3.96). CFWAX return over 5 years is better than : 50.06 vs. AWTIX (27.93).
| 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 | 12.277 | 13.735 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 565M | 100% |
| Annual Yield % from dividends | 0.70 | 1.42 | 49% |
| Returns for 1 year | -3.96 | -3.66 | 108% |
| Returns for 3 years | 36.97 | 43.86 | 84% |
| Returns for 5 years | 27.93 | 50.06 | 56% |
| Returns for 10 years | 86.22 | 123.44 | 70% |
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