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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$27.15
Change-$0.30 (-1.09%)
VolumeN/A
Net Assets531.44M
KBI Global Investors Aquarius Instl
Price$10.64
Change-$0.10 (-0.93%)
VolumeN/A
Net Assets50.87M
CFWAX vs KBIWX Comparison Chart
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CFWAX vs. KBIWX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 531M vs. KBIWX (50.9M). 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 : -1.94 vs. KBIWX (-11.15). CFWAX return over 5 years is better than : 25.59 vs. KBIWX (0.96).
| 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 | 1.609 | 1.624 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 50.9M | 1,043% |
| Annual Yield % from dividends | 1.15 | 1.21 | 94% |
| Returns for 1 year | -1.94 | -11.15 | 17% |
| Returns for 3 years | 2.54 | -6.60 | -38% |
| Returns for 5 years | 25.59 | 0.96 | 2,673% |
| Returns for 10 years | 66.08 | N/A | - |
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