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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$31.00
Change+$0.68 (+2.24%)
VolumeN/A
Net Assets549.11M
KBI Global Investors Aquarius Instl
Price$12.31
Change+$0.26 (+2.16%)
VolumeN/A
Net Assets57.04M
CFWAX vs KBIWX Comparison Chart in %
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CFWAX vs. KBIWX commentary
Aug 26, 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: 549M vs. KBIWX (57M). 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 : 4.12 vs. KBIWX (-4.89). CFWAX return over 5 years is better than : 51.51 vs. KBIWX (23.77).
| 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 | 16.018 | 17.574 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 57M | 963% |
| Annual Yield % from dividends | 1.47 | 1.00 | 147% |
| Returns for 1 year | 4.12 | -4.89 | -84% |
| Returns for 3 years | 27.23 | 12.85 | 212% |
| Returns for 5 years | 51.51 | 23.77 | 217% |
| Returns for 10 years | 121.72 | N/A | - |
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