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CFWAX vs ICBAX
CFWAX vs ICBAX Comparison
Open Charts CFWAX vs ICBAX
Calvert Global Water A
Price$27.41
Change+$0.31 (+1.14%)
VolumeN/A
Net Assets529.86M
ICON Natural Resources and Infras I
Price$17.80
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets131.48M
CFWAX vs ICBAX Comparison Chart
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CFWAX vs. ICBAX commentary
Jan 31, 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: 530M vs. ICBAX (131M). 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. ICBAX annual gain was more profitable for investors over the last year : 9.10 vs. CFWAX (3.19). ICBAX return over 5 years is better than : 48.68 vs. CFWAX (31.53).
| 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 | 2.582 | 4.149 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 131M | 405% |
| Annual Yield % from dividends | 1.15 | 0.65 | 175% |
| Returns for 1 year | 3.19 | 9.10 | 35% |
| Returns for 3 years | 0.31 | 5.66 | 5% |
| Returns for 5 years | 31.53 | 48.68 | 65% |
| Returns for 10 years | 76.70 | 32.62 | 235% |
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