Interact to see
Advertisement
Advertisement
CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$29.87
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets546.26M
KBI Global Investors Aquarius Instl
Price$12.00
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets55.48M
CFWAX vs KBIWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. KBIWX commentary
Jul 12, 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 StrongBuy and KBIWX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 546M vs. KBIWX (55.5M). 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 : 4.74 vs. KBIWX (-3.93). CFWAX return over 5 years is better than : 56.81 vs. KBIWX (31.64).
| 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 | 11.340 | 14.136 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 55.5M | 984% |
| Annual Yield % from dividends | 1.47 | 1.00 | 147% |
| Returns for 1 year | 4.74 | -3.93 | -121% |
| Returns for 3 years | 30.91 | 16.25 | 190% |
| Returns for 5 years | 56.81 | 31.64 | 180% |
| Returns for 10 years | 88.29 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers