CFWAX
Price
$28.57
Change
+$0.02 (+0.07%)
Updated
Jun 2 closing price
Net Assets
522.42M
CFWIX
Price
$28.80
Change
+$0.02 (+0.07%)
Updated
Jun 2 closing price
Net Assets
522.42M
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CFWAX vs CFWIX

Header iconCFWAX vs CFWIX Comparison
Open Charts CFWAX vs CFWIXBanner chart's image
Calvert Global Water A
Price$28.57
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets522.42M
Calvert Global Water I
Price$28.80
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets522.42M
CFWAX vs CFWIX Comparison Chart
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CFWAX vs. CFWIX commentary
Jun 03, 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.

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FUNDAMENTALS
Fundamentals
CFWAX (522M) and CFWIX (522M) 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 : -0.74 vs. CFWAX (-1.00). CFWIX (48.42) and CFWAX (46.46) have equivalent 5 years return.
CFWAXCFWIXCFWAX / CFWIX
Total Expense Ratio1.240.99125%
Annual Report Gross Expense Ratio1.291.04124%
Fund Existence17 years11 years-
Gain YTD6.8496.94999%
Front Load5%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets522M522M100%
Annual Yield % from dividends1.511.7487%
Returns for 1 year-1.00-0.74135%
Returns for 3 years15.2216.1494%
Returns for 5 years46.4648.4296%
Returns for 10 years73.4678.2194%
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