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CFWAX vs ICBAX
CFWAX vs ICBAX Comparison
Open Charts CFWAX vs ICBAX
Calvert Global Water A
Price$28.40
Change-$0.40 (-1.39%)
VolumeN/A
Net Assets522.42M
ICON Natural Resources and Infras I
Price$15.66
Change-$0.40 (-2.49%)
VolumeN/A
Net Assets114.32M
CFWAX vs ICBAX Comparison Chart
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CFWAX vs. ICBAX commentary
May 23, 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: 522M vs. ICBAX (114M). CFWAX pays higher dividends than ICBAX: CFWAX (1.56) vs ICBAX (0.60). CFWAX was incepted earlier than ICBAX: CFWAX (17 years) vs ICBAX (15 years). ICBAX (1.56) is less costly to investors than CFWAX (1.29). ICBAX is a more actively managed with annual turnover of: 119.00 vs. CFWAX (29.00). CFWAX (1000) and ICBAX (1000) have matching initial minimum investment requirements. CFWAX annual gain was more profitable for investors over the last year : -3.01 vs. ICBAX (-13.52). ICBAX return over 5 years is better than : 69.02 vs. CFWAX (63.13).
| CFWAX | ICBAX | CFWAX / ICBAX | |
| Total Expense Ratio | 1.24 | 1.56 | 79% |
| Annual Report Gross Expense Ratio | 1.29 | 1.56 | 83% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.784 | -4.801 | -162% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 114M | 458% |
| Annual Yield % from dividends | 1.56 | 0.60 | 260% |
| Returns for 1 year | -3.01 | -13.52 | 22% |
| Returns for 3 years | 20.74 | -5.47 | -379% |
| Returns for 5 years | 63.13 | 69.02 | 91% |
| Returns for 10 years | 70.75 | 11.33 | 624% |
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