Interact to see
Advertisement
Advertisement
AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$21.19
Change+$0.18 (+0.86%)
VolumeN/A
Net Assets578.05M
Calvert Global Water A
Price$30.87
Change+$0.48 (+1.58%)
VolumeN/A
Net Assets564.6M
AWTIX vs CFWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWTIX vs. CFWAX commentary
Sep 09, 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 StrongBuy and CFWAX is a Buy.
FUNDAMENTALS
Fundamentals
AWTIX (578M) and CFWAX (565M) 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 : 4.97 vs. AWTIX (2.45). CFWAX return over 5 years is better than : 49.08 vs. AWTIX (29.05).
| 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 | 14.602 | 15.531 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 565M | 102% |
| Annual Yield % from dividends | 0.70 | 1.42 | 49% |
| Returns for 1 year | 2.45 | 4.97 | 49% |
| Returns for 3 years | 23.37 | 29.00 | 81% |
| Returns for 5 years | 29.05 | 49.08 | 59% |
| Returns for 10 years | 84.27 | 115.36 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EUSB | 44.08 | 0.12 | +0.27% |
| iShares ESG Advanced Ttl USD Bd Mrkt ETF | |||
| BSEP | 47.45 | 0.10 | +0.21% |
| Innovator US Equity Buffer ETF-Sep | |||
| QPFF | 35.70 | -0.04 | -0.11% |
| American Century Quality Preferred ETF | |||
| SDY | 140.34 | -0.56 | -0.40% |
| SPDR® S&P Dividend ETF | |||
| STHH | 52.39 | -0.60 | -1.13% |
| STMICROELECTRONICS NV ADRHEDGED STHH | |||