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CFWAX vs CFWIX
CFWAX vs CFWIX Comparison
Open Charts CFWAX vs CFWIX
Calvert Global Water A
Price$27.78
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets522.42M
Calvert Global Water I
Price$28.00
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets522.42M
CFWAX vs CFWIX Comparison Chart
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CFWAX vs. CFWIX commentary
May 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 CFWAX is a Buy and CFWIX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX (522M) and CFWIX (522M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.79) vs CFWAX (1.56). CFWAX was incepted earlier than CFWIX: CFWAX (17 years) vs CFWIX (11 years). CFWAX (1.29) is less costly to investors than CFWIX (1.04). CFWAX (29.00) and CFWIX (29.00) have comparable annual turnover. CFWAX has a lower initial minimum investment than CFWIX: CFWAX (1000) vs CFWIX (1000000). CFWIX annual gain was more profitable for investors over the last year : -4.17 vs. CFWAX (-4.45). CFWIX (59.48) and CFWAX (57.41) have equivalent 5 years return.
| CFWAX | CFWIX | CFWAX / CFWIX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.29 | 1.04 | 124% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 3.443 | 3.530 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 522M | 100% |
| Annual Yield % from dividends | 1.56 | 1.79 | 87% |
| Returns for 1 year | -4.45 | -4.17 | 107% |
| Returns for 3 years | 17.87 | 18.81 | 95% |
| Returns for 5 years | 57.41 | 59.48 | 97% |
| Returns for 10 years | 64.05 | 68.46 | 94% |
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