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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$29.32
Change-$0.12 (-0.41%)
VolumeN/A
Net Assets546.26M
KBI Global Investors Aquarius Instl
Price$11.78
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets54.57M
CFWAX vs KBIWX Comparison Chart in %
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CFWAX vs. KBIWX commentary
Aug 03, 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: 546M vs. KBIWX (54.6M). CFWAX pays higher dividends than KBIWX: CFWAX (1.47) vs KBIWX (1.00). 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 : -1.16 vs. KBIWX (-8.42). CFWAX return over 5 years is better than : 48.67 vs. KBIWX (22.26).
| 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 | 9.731 | 12.512 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 54.6M | 1,000% |
| Annual Yield % from dividends | 1.47 | 1.00 | 147% |
| Returns for 1 year | -1.16 | -8.42 | 14% |
| Returns for 3 years | 20.15 | 6.67 | 302% |
| Returns for 5 years | 48.67 | 22.26 | 219% |
| Returns for 10 years | 91.65 | N/A | - |
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