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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
CFWAX vs KBIWX Comparison Chart in %
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CFWAX vs. KBIWX commentary
Sep 05, 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: 552M vs. KBIWX (41.5M). KBIWX pays higher dividends than CFWAX: KBIWX (1.06) vs CFWAX (0.93). 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 : 2.98 vs. KBIWX (-2.76). CFWAX return over 5 years is better than : 6.51 vs. KBIWX (-14.13).
| 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 | 6.239 | 5.474 | 114% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 41.5M | 1,330% |
| Annual Yield % from dividends | 0.93 | 1.06 | 88% |
| Returns for 1 year | 2.98 | -2.76 | -108% |
| Returns for 3 years | 21.26 | 4.49 | 474% |
| Returns for 5 years | 6.51 | -14.13 | -46% |
| Returns for 10 years | 89.45 | N/A | - |
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