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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$29.69
Change-$0.13 (-0.44%)
VolumeN/A
Net Assets559.91M
KBI Global Investors Aquarius Instl
Price$11.49
Change-$0.10 (-0.86%)
VolumeN/A
Net Assets55.35M
CFWAX vs KBIWX Comparison Chart in %
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CFWAX vs. KBIWX commentary
Nov 20, 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 KBIWX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 560M vs. KBIWX (55.3M). CFWAX pays higher dividends than KBIWX: CFWAX (1.42) vs KBIWX (0.99). CFWAX was incepted earlier than KBIWX: CFWAX (17 years) vs KBIWX (7 years). KBIWX (1.37) is less costly to investors than CFWAX (1.29). KBIWX is a more actively managed with annual turnover of: 52.00 vs. CFWAX (29.00). CFWAX has a lower initial minimum investment than KBIWX: CFWAX (1000) vs KBIWX (100000). CFWAX annual gain was more profitable for investors over the last year : -0.17 vs. KBIWX (-9.76). CFWAX return over 5 years is better than : 30.88 vs. KBIWX (6.02).
| CFWAX | KBIWX | CFWAX / KBIWX | |
| Total Expense Ratio | 1.24 | 1.00 | 124% |
| Annual Report Gross Expense Ratio | 1.29 | 1.37 | 94% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 11.602 | 10.697 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 55.3M | 1,013% |
| Annual Yield % from dividends | 1.42 | 0.99 | 143% |
| Returns for 1 year | -0.17 | -9.76 | 2% |
| Returns for 3 years | 22.73 | 5.31 | 428% |
| Returns for 5 years | 30.88 | 6.02 | 513% |
| Returns for 10 years | 100.01 | N/A | - |
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