Interact to see
Advertisement
Advertisement
CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$30.65
Change-$0.26 (-0.84%)
VolumeN/A
Net Assets564.6M
KBI Global Investors Aquarius Instl
Price$12.07
Change-$0.09 (-0.74%)
VolumeN/A
Net Assets55.43M
CFWAX vs KBIWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. KBIWX commentary
Sep 15, 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 KBIWX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 565M vs. KBIWX (55.4M). CFWAX pays higher dividends than KBIWX: CFWAX (1.42) vs KBIWX (0.98). 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: 41.00 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 : 2.17 vs. KBIWX (-6.88). CFWAX return over 5 years is better than : 48.90 vs. KBIWX (22.37).
| 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 | 14.708 | 15.282 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 55.4M | 1,020% |
| Annual Yield % from dividends | 1.42 | 0.98 | 144% |
| Returns for 1 year | 2.17 | -6.88 | -32% |
| Returns for 3 years | 31.03 | 14.09 | 220% |
| Returns for 5 years | 48.90 | 22.37 | 219% |
| Returns for 10 years | 112.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| INRO | 31.16 | 0.03 | +0.08% |
| iShares U.S. Industry Rotation Act ETF | |||
| BBHY | 46.85 | -0.01 | -0.02% |
| JPMorgan BetaBuilders $ HY Corp Bnd ETF | |||
| LDDR | 86.02 | -0.09 | -0.10% |
| Stone Ridge Trust Stone Ridge 2035 Term Income ETF | |||
| GOAU | 37.02 | -0.07 | -0.19% |
| US Global GO GOLD and Prec Mtl Mnrs ETF | |||
| FNDA | 31.44 | -0.42 | -1.32% |
| Schwab Fundamental U.S. Small CompanyETF | |||