Interact to see
Advertisement
Advertisement
AWTIX vs CFWAX
AWTIX vs CFWAX Comparison
Open Charts AWTIX vs CFWAX
Virtus Duff & Phelps Water Inst
Price$19.24
Change-$1.77 (-8.42%)
VolumeN/A
Net Assets553.22M
Calvert Global Water A
Price$31.25
Change+$0.62 (+2.02%)
VolumeN/A
Net Assets580.32M
AWTIX vs CFWAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWTIX vs. CFWAX commentary
Feb 05, 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 (580M) and AWTIX (553M) have equal amount of cash in the bank . AWTIX pays higher dividends than CFWAX: AWTIX (1.14) vs CFWAX (0.93). 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 . AWTIX is a more actively managed with annual turnover of: 29.00 vs. CFWAX (24.00). 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 : 16.53 vs. AWTIX (3.48). CFWAX return over 5 years is better than : 27.37 vs. AWTIX (2.36).
| 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 | 4.338 | 7.131 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 580M | 95% |
| Annual Yield % from dividends | 1.14 | 0.93 | 123% |
| Returns for 1 year | 3.48 | 16.53 | 21% |
| Returns for 3 years | 5.97 | 20.87 | 29% |
| Returns for 5 years | 2.36 | 27.37 | 9% |
| Returns for 10 years | 66.93 | 137.30 | 49% |
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 % |
| CWVX | 32.33 | 0.83 | +2.63% |
| Tradr 2X Long CRWV Daily ETF | |||
| FLV | 79.73 | 0.32 | +0.41% |
| American Century Foc Lrg Cp Val ETF | |||
| JUNW | 33.57 | -0.05 | -0.16% |
| AllianzIM US Equity Buffer20 Jun ETF | |||
| ECAT | 15.37 | -0.12 | -0.77% |
| BlackRock ESG Capital Allocation Term Trust | |||
| ZVOL | 10.40 | -0.13 | -1.23% |
| 1x Short VIX Mid-Term Futures Strategy ETF | |||