CFWAX
Price
$30.12
Change
+$0.25 (+0.84%)
Updated
Aug 7 closing price
Net Assets
549.11M
CFWIX
Price
$30.38
Change
+$0.25 (+0.83%)
Updated
Aug 7 closing price
Net Assets
549.11M
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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$30.12
Change+$0.25 (+0.84%)
VolumeN/A
Net Assets549.11M
Calvert Global Water I
Price$30.38
Change+$0.25 (+0.83%)
VolumeN/A
Net Assets549.11M
CFWAX vs CFWIX Comparison Chart in %
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CFWAX vs. CFWIX commentary
Aug 08, 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 (549M) and CFWIX (549M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.69) vs CFWAX (1.47). CFWAX was incepted earlier than CFWIX: CFWAX (17 years) vs CFWIX (12 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 : 4.88 vs. CFWAX (4.54). CFWIX (47.61) and CFWAX (45.72) have equivalent 5 years return.
CFWAXCFWIXCFWAX / CFWIX
Total Expense Ratio1.240.99125%
Annual Report Gross Expense Ratio1.291.04124%
Fund Existence17 years12 years-
Gain YTD11.78911.96699%
Front Load5%N/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets549M549M100%
Annual Yield % from dividends1.471.6987%
Returns for 1 year4.544.8893%
Returns for 3 years21.0122.0195%
Returns for 5 years45.7247.6196%
Returns for 10 years93.9599.0395%
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