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CFWAX vs CFWIX
CFWAX vs CFWIX Comparison
Open Charts CFWAX vs CFWIX
Calvert Global Water A
Price$30.32
Change-$0.06 (-0.20%)
VolumeN/A
CapitalizationN/A
Calvert Global Water I
Price$30.59
Change-$0.05 (-0.16%)
VolumeN/A
CapitalizationN/A
CFWAX vs CFWIX Comparison Chart
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CFWAX vs. CFWIX commentary
Nov 18, 2024
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 (566M) and CFWIX (566M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.37) vs CFWAX (1.15). CFWAX was incepted earlier than CFWIX: CFWAX (16 years) vs CFWIX (11 years). CFWAX (30.00) and CFWIX (30.00) have comparable annual turnover. CFWAX has a lower initial minimum investment than CFWIX: CFWAX (1000) vs CFWIX (1000000). CFWIX (16.40) and CFWAX (16.11) have marching annual gain over last year. CFWIX (48.59) and CFWAX (46.67) have equivalent 5 years return.
| CFWAX | CFWIX | CFWAX / CFWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 7.939 | 8.207 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 566M | 100% |
| Annual Yield % from dividends | 1.15 | 1.37 | 84% |
| Returns for 1 year | 16.11 | 16.40 | 98% |
| Returns for 3 years | 1.89 | 2.66 | 71% |
| Returns for 5 years | 46.67 | 48.59 | 96% |
| Returns for 10 years | 65.37 | 70.19 | 93% |
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