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CBGRX vs FIWGX
CBGRX vs FIWGX Comparison
Open Charts CBGRX vs FIWGX
Calvert Green Bond R6
Price$14.45
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets794.34M
Strategic Advisers Fidelity Core
Price$9.32
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets83.96B
CBGRX vs FIWGX Comparison Chart in %
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CBGRX vs. FIWGX 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 CBGRX is a Hold and FIWGX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 84B vs. CBGRX (794M). FIWGX pays higher dividends than CBGRX: FIWGX (4.28) vs CBGRX (3.60). CBGRX was incepted earlier than FIWGX: CBGRX (7 years) vs FIWGX (7 years). CBGRX (0.48) is less costly to investors than FIWGX (0.41). FIWGX is a more actively managed with annual turnover of: 206.00 vs. CBGRX (26.00). FIWGX has a lower initial minimum investment than CBGRX: FIWGX (0) vs CBGRX (5000000). CBGRX annual gain was more profitable for investors over the last year : 3.64 vs. FIWGX (3.20). CBGRX return over 5 years is better than : 0.62 vs. FIWGX (-2.10).
| CBGRX | FIWGX | CBGRX / FIWGX | |
| Total Expense Ratio | 0.43 | 0.16 | 269% |
| Annual Report Gross Expense Ratio | 0.48 | 0.41 | 117% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | 6.235 | 6.176 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 84B | 1% |
| Annual Yield % from dividends | 3.60 | 4.28 | 84% |
| Returns for 1 year | 3.64 | 3.20 | 114% |
| Returns for 3 years | 13.71 | 13.27 | 103% |
| Returns for 5 years | 0.62 | -2.10 | -30% |
| Returns for 10 years | N/A | N/A | - |
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