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CFWAX vs CFWIX
CFWAX vs CFWIX Comparison
Open Charts CFWAX vs CFWIX
Calvert Global Water A
Price$25.98
Change+$0.53 (+2.08%)
VolumeN/A
Net Assets513.35M
Calvert Global Water I
Price$26.18
Change+$0.53 (+2.07%)
VolumeN/A
Net Assets513.35M
CFWAX vs CFWIX Comparison Chart
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CFWAX vs. CFWIX commentary
Apr 12, 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 Hold and CFWIX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX (513M) and CFWIX (513M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.85) vs CFWAX (1.60). 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 (-8.47) and CFWAX (-8.76) have marching annual gain over last year. CFWIX (49.39) and CFWAX (47.48) 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 | -4.753 | -4.682 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 513M | 100% |
| Annual Yield % from dividends | 1.60 | 1.85 | 87% |
| Returns for 1 year | -8.76 | -8.47 | 103% |
| Returns for 3 years | -1.03 | -0.23 | 444% |
| Returns for 5 years | 47.48 | 49.39 | 96% |
| Returns for 10 years | 53.25 | 57.42 | 93% |
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