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
Jul 26, 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 Hold and KBIWX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 565M vs. KBIWX (51.3M). KBIWX pays higher dividends than CFWAX: KBIWX (1.06) vs CFWAX (0.92). 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 : 3.84 vs. KBIWX (-2.60). CFWAX return over 5 years is better than : 12.62 vs. KBIWX (-14.63).
| 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 | 5.794 | 5.566 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 51.3M | 1,101% |
| Annual Yield % from dividends | 0.92 | 1.06 | 87% |
| Returns for 1 year | 3.84 | -2.60 | -148% |
| Returns for 3 years | 14.09 | 0.05 | 27,359% |
| Returns for 5 years | 12.62 | -14.63 | -86% |
| Returns for 10 years | 93.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GRERX | 9.10 | 0.20 | +2.25% |
| Goldman Sachs Real Estate Securities R | |||
| CMDYX | 15.04 | 0.06 | +0.40% |
| Columbia Mid Cap Index Inst3 | |||
| JDESX | 51.29 | 0.06 | +0.12% |
| JPMorgan US Research Enhanced Equity I | |||
| GXXAX | 12.41 | -0.04 | -0.32% |
| abrdn US Sustainable Leaders A | |||
| LEAOX | 18.60 | -0.37 | -1.95% |
| Lazard Emerging Markets Eq Advtg Open | |||