Interact to see
Advertisement
Advertisement
CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
CFWAX vs KBIWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. KBIWX commentary
Jun 16, 2026
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: 552M vs. KBIWX (49.4M). KBIWX pays higher dividends than CFWAX: KBIWX (1.10) vs CFWAX (0.95). CFWAX was incepted earlier than KBIWX: CFWAX (18 years) vs KBIWX (8 years). KBIWX (1.39) is less costly to investors than CFWAX (1.29). KBIWX is a more actively managed with annual turnover of: 52.00 vs. CFWAX (24.00). 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 : 5.80 vs. KBIWX (-3.04). CFWAX return over 5 years is better than : 11.72 vs. KBIWX (-15.86).
| CFWAX | KBIWX | CFWAX / KBIWX | |
| Total Expense Ratio | 1.24 | 1.00 | 124% |
| Annual Report Gross Expense Ratio | 1.29 | 1.39 | 93% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 4.697 | 2.372 | 198% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 49.4M | 1,117% |
| Annual Yield % from dividends | 0.95 | 1.10 | 86% |
| Returns for 1 year | 5.80 | -3.04 | -191% |
| Returns for 3 years | 16.18 | 0.02 | 70,058% |
| Returns for 5 years | 11.72 | -15.86 | -74% |
| Returns for 10 years | 101.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement