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CFWAX vs CFWIX
CFWAX vs CFWIX Comparison
Open Charts CFWAX vs CFWIX
Calvert Global Water A
Price$29.07
Change-$0.16 (-0.55%)
VolumeN/A
Net Assets529.36M
Calvert Global Water I
Price$29.31
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets529.36M
CFWAX vs CFWIX Comparison Chart in %
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CFWAX vs. CFWIX commentary
Jun 26, 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 StrongBuy and CFWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFWAX (529M) and CFWIX (529M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.74) vs CFWAX (1.51). 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 : 3.82 vs. CFWAX (3.48). CFWIX (61.80) and CFWAX (59.65) 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 | 9.394 | 9.550 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 529M | 100% |
| Annual Yield % from dividends | 1.51 | 1.74 | 87% |
| Returns for 1 year | 3.48 | 3.82 | 91% |
| Returns for 3 years | 26.95 | 28.01 | 96% |
| Returns for 5 years | 59.65 | 61.80 | 97% |
| Returns for 10 years | 78.81 | 83.67 | 94% |
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