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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$26.96
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets529.86M
KBI Global Investors Aquarius Instl
Price$10.62
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets56.29M
CFWAX vs KBIWX Comparison Chart
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CFWAX vs. KBIWX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 530M vs. KBIWX (56.3M). 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). CFWAX annual gain was more profitable for investors over the last year : 1.60 vs. KBIWX (-7.42). CFWAX return over 5 years is better than : 25.54 vs. KBIWX (-0.01).
| 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 | 0.898 | 1.433 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 56.3M | 941% |
| Annual Yield % from dividends | 1.15 | 1.21 | 94% |
| Returns for 1 year | 1.60 | -7.42 | -22% |
| Returns for 3 years | -3.59 | -12.36 | 29% |
| Returns for 5 years | 25.54 | -0.01 | -211,167% |
| Returns for 10 years | 73.59 | N/A | - |
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