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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$25.72
Change+$1.45 (+5.97%)
VolumeN/A
Net Assets513.35M
KBI Global Investors Aquarius Instl
Price$10.23
Change+$0.55 (+5.68%)
VolumeN/A
Net Assets45.6M
CFWAX vs KBIWX Comparison Chart
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CFWAX vs. KBIWX commentary
Apr 11, 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: 513M vs. KBIWX (45.6M). CFWAX pays higher dividends than KBIWX: CFWAX (1.60) vs KBIWX (1.09). 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 : -14.44 vs. KBIWX (-21.43). CFWAX return over 5 years is better than : 40.65 vs. KBIWX (16.99).
| 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 | -9.169 | -7.545 | 122% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 45.6M | 1,125% |
| Annual Yield % from dividends | 1.60 | 1.09 | 147% |
| Returns for 1 year | -14.44 | -21.43 | 67% |
| Returns for 3 years | -7.29 | -15.25 | 48% |
| Returns for 5 years | 40.65 | 16.99 | 239% |
| Returns for 10 years | 46.96 | N/A | - |
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