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CBGRX vs FIWGX
CBGRX vs FIWGX Comparison
Open Charts CBGRX vs FIWGX
Calvert Green Bond R6
Price$14.48
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets800.02M
Strategic Advisers Fidelity Core
Price$9.36
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets84.97B
CBGRX vs FIWGX Comparison Chart in %
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CBGRX vs. FIWGX commentary
Oct 25, 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: 85B vs. CBGRX (800M). FIWGX pays higher dividends than CBGRX: FIWGX (4.25) vs CBGRX (3.28). 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: 207.00 vs. CBGRX (26.00). FIWGX has a lower initial minimum investment than CBGRX: FIWGX (0) vs CBGRX (5000000). FIWGX annual gain was more profitable for investors over the last year : 6.71 vs. CBGRX (6.34). CBGRX return over 5 years is better than : 1.29 vs. FIWGX (-0.60).
| 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 | 6.898 | 7.321 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 85B | 1% |
| Annual Yield % from dividends | 3.28 | 4.25 | 77% |
| Returns for 1 year | 6.34 | 6.71 | 95% |
| Returns for 3 years | 20.29 | 21.11 | 96% |
| Returns for 5 years | 1.29 | -0.60 | -215% |
| Returns for 10 years | N/A | N/A | - |
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