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CFWAX vs ICBAX
CFWAX vs ICBAX Comparison
Open Charts CFWAX vs ICBAX
Calvert Global Water A
Price$27.32
Change+$0.51 (+1.90%)
VolumeN/A
Net Assets523.92M
ICON Natural Resources and Infras I
Price$16.22
Change+$0.18 (+1.12%)
VolumeN/A
Net Assets120.23M
CFWAX vs ICBAX Comparison Chart
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CFWAX vs. ICBAX commentary
Mar 06, 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 ICBAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 524M vs. ICBAX (120M). CFWAX pays higher dividends than ICBAX: CFWAX (1.15) vs ICBAX (0.65). CFWAX was incepted earlier than ICBAX: CFWAX (16 years) vs ICBAX (14 years). ICBAX is a more actively managed with annual turnover of: 137.00 vs. CFWAX (30.00). CFWAX (1000) and ICBAX (1000) have matching initial minimum investment requirements. CFWAX annual gain was more profitable for investors over the last year : -1.64 vs. ICBAX (-5.76). ICBAX return over 5 years is better than : 51.85 vs. CFWAX (39.81).
| CFWAX | ICBAX | CFWAX / ICBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 2.246 | -4.920 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 120M | 437% |
| Annual Yield % from dividends | 1.15 | 0.65 | 175% |
| Returns for 1 year | -1.64 | -5.76 | 28% |
| Returns for 3 years | 5.29 | -4.99 | -106% |
| Returns for 5 years | 39.81 | 51.85 | 77% |
| Returns for 10 years | 70.21 | 14.73 | 477% |
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