Interact to see
Advertisement
Advertisement
CFWAX vs FMFAX
CFWAX vs FMFAX Comparison
Open Charts CFWAX vs FMFAX
Calvert Global Water A
Price$31.25
Change+$0.62 (+2.02%)
VolumeN/A
Net Assets580.32M
Fidelity Advisor Materials A
Price$102.44
Change+$10.57 (+11.51%)
VolumeN/A
Net Assets762.86M
CFWAX vs FMFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. FMFAX commentary
Feb 04, 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 CFWAX is a Hold and FMFAX is a Hold.
FUNDAMENTALS
Fundamentals
FMFAX has more cash in the bank: 763M vs. CFWAX (580M). FMFAX (0.95) and CFWAX (0.93) have matching dividends . CFWAX was incepted earlier than FMFAX: CFWAX (17 years) vs FMFAX (19 years). CFWAX (1.29) is less costly to investors than FMFAX (0.99). FMFAX is a more actively managed with annual turnover of: 65.00 vs. CFWAX (24.00). FMFAX initial investment is less costly to investors than CFWAX (5%) vs CFWAX (5%). FMFAX has a lower initial minimum investment than CFWAX: FMFAX (0) vs CFWAX (1000). CFWAX annual gain was more profitable for investors over the last year : 16.53 vs. FMFAX (15.56). CFWAX return over 5 years is better than : 27.37 vs. FMFAX (23.42).
| CFWAX | FMFAX | CFWAX / FMFAX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.29 | 0.99 | 130% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.131 | 9.802 | 73% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 763M | 76% |
| Annual Yield % from dividends | 0.93 | 0.95 | 98% |
| Returns for 1 year | 16.53 | 15.56 | 106% |
| Returns for 3 years | 20.87 | 1.48 | 1,408% |
| Returns for 5 years | 27.37 | 23.42 | 117% |
| Returns for 10 years | 137.30 | 71.24 | 193% |
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 % |
| EPP | 54.08 | 0.34 | +0.63% |
| iShares MSCI Pacific ex Japan ETF | |||
| DCRE | 51.97 | 0.01 | +0.02% |
| DoubleLine Commercial Real Estt Dbt ETF | |||
| EFU | 8.13 | N/A | +0.01% |
| ProShares UltraShort MSCI EAFE | |||
| IFED | 45.47 | N/A | N/A |
| ETRACS IFED Inv with the Fd TR ETN | |||
| HBDC | 25.04 | -0.01 | -0.06% |
| Hilton Bdc Corporate Bond ETF | |||