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CFWAX vs ICBMX
CFWAX vs ICBMX Comparison
Open Charts CFWAX vs ICBMX
Calvert Global Water A
Price$26.82
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
ICON Natural Resources and Infras Instl
Price$17.38
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
CFWAX vs ICBMX Comparison Chart
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CFWAX vs. ICBMX commentary
Dec 24, 2024
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 ICBMX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 578M vs. ICBMX (125M). CFWAX pays higher dividends than ICBMX: CFWAX (1.15) vs ICBMX (0.81). CFWAX was incepted earlier than ICBMX: CFWAX (16 years) vs ICBMX (28 years). ICBMX is a more actively managed with annual turnover of: 137.00 vs. CFWAX (30.00). CFWAX (1000) and ICBMX (1000) have matching initial minimum investment requirements. ICBMX annual gain was more profitable for investors over the last year : 3.87 vs. CFWAX (-1.80). ICBMX return over 5 years is better than : 38.04 vs. CFWAX (28.21).
| CFWAX | ICBMX | CFWAX / ICBMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -2.917 | 4.636 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 125M | 462% |
| Annual Yield % from dividends | 1.15 | 0.81 | 142% |
| Returns for 1 year | -1.80 | 3.87 | -46% |
| Returns for 3 years | -6.31 | 3.54 | -178% |
| Returns for 5 years | 28.21 | 38.04 | 74% |
| Returns for 10 years | 63.91 | 27.97 | 228% |
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