Ad is loading...
CFWAX vs FIJFX
CFWAX vs FIJFX Comparison
Open Charts CFWAX vs FIJFX
Calvert Global Water A
Price$25.98
Change+$0.53 (+2.08%)
VolumeN/A
Net Assets513.35M
Fidelity Advisor Materials Z
Price$80.35
Change+$2.16 (+2.76%)
VolumeN/A
Net Assets721.19M
CFWAX vs FIJFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. FIJFX commentary
Apr 13, 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 FIJFX is a Hold.
FUNDAMENTALS
Fundamentals
FIJFX has more cash in the bank: 721M vs. CFWAX (513M). CFWAX pays higher dividends than FIJFX: CFWAX (1.60) vs FIJFX (1.22). CFWAX was incepted earlier than FIJFX: CFWAX (17 years) vs FIJFX (7 years). CFWAX (1.29) is less costly to investors than FIJFX (0.58). FIJFX is a more actively managed with annual turnover of: 51.00 vs. CFWAX (29.00). FIJFX has a lower initial minimum investment than CFWAX: FIJFX (0) vs CFWAX (1000). CFWAX annual gain was more profitable for investors over the last year : -6.86 vs. FIJFX (-22.16). CFWAX (50.56) and FIJFX (49.50) have equivalent 5 years return.
| CFWAX | FIJFX | CFWAX / FIJFX | |
| Total Expense Ratio | 1.24 | 0.58 | 214% |
| Annual Report Gross Expense Ratio | 1.29 | 0.58 | 222% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | -2.769 | -3.934 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 721M | 71% |
| Annual Yield % from dividends | 1.60 | 1.22 | 132% |
| Returns for 1 year | -6.86 | -22.16 | 31% |
| Returns for 3 years | 1.03 | -23.10 | -4% |
| Returns for 5 years | 50.56 | 49.50 | 102% |
| Returns for 10 years | 56.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| UIPMX | 28.99 | 1.62 | +5.92% |
| Victory Precious Metals & Minerals Instl | |||
| SEECX | 31.30 | 0.56 | +1.82% |
| Steward Values Enhanced Lg Cap I | |||
| AFAVX | 13.06 | 0.23 | +1.79% |
| AMG River Road Focused Absolute Value I | |||
| OTCHX | 25.64 | 0.43 | +1.71% |
| MFS Mid Cap Growth R3 | |||
| FSCRX | 21.34 | 0.23 | +1.09% |
| Fidelity Small Cap Discovery | |||