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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$29.15
Change+$0.11 (+0.38%)
VolumeN/A
Net Assets529.36M
KBI Global Investors Aquarius Instl
Price$11.71
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets53.87M
CFWAX vs KBIWX Comparison Chart
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CFWAX vs. KBIWX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 529M vs. KBIWX (53.9M). CFWAX pays higher dividends than KBIWX: CFWAX (1.51) vs KBIWX (1.03). 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 : 1.29 vs. KBIWX (-6.41). CFWAX return over 5 years is better than : 56.19 vs. KBIWX (30.41).
| 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 | 8.683 | 11.366 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 53.9M | 981% |
| Annual Yield % from dividends | 1.51 | 1.03 | 147% |
| Returns for 1 year | 1.29 | -6.41 | -20% |
| Returns for 3 years | 27.90 | 13.86 | 201% |
| Returns for 5 years | 56.19 | 30.41 | 185% |
| Returns for 10 years | 78.76 | N/A | - |
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