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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$29.25
Change-$0.92 (-3.05%)
VolumeN/A
CapitalizationN/A
KBI Global Investors Aquarius Instl
Price$10.67
Change-$2.29 (-17.67%)
VolumeN/A
CapitalizationN/A
CFWAX vs KBIWX Comparison Chart
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CFWAX vs. KBIWX commentary
Dec 19, 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 KBIWX is a StrongSell.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 578M vs. KBIWX (58.2M). KBIWX pays higher dividends than CFWAX: KBIWX (1.21) vs CFWAX (1.15). CFWAX was incepted earlier than KBIWX: CFWAX (16 years) vs KBIWX (6 years). KBIWX is a more actively managed with annual turnover of: 39.00 vs. CFWAX (30.00). CFWAX has a lower initial minimum investment than KBIWX: CFWAX (1000) vs KBIWX (100000). KBIWX annual gain was more profitable for investors over the last year : 10.72 vs. CFWAX (8.36). CFWAX return over 5 years is better than : 41.84 vs. KBIWX (24.76).
| CFWAX | KBIWX | CFWAX / KBIWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 7.405 | 8.452 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 58.2M | 993% |
| Annual Yield % from dividends | 1.15 | 1.21 | 94% |
| Returns for 1 year | 8.36 | 10.72 | 78% |
| Returns for 3 years | 3.62 | 3.73 | 97% |
| Returns for 5 years | 41.84 | 24.76 | 169% |
| Returns for 10 years | 83.10 | N/A | - |
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