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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
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 565M vs. KBIWX (51.7M). 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 : 5.68 vs. KBIWX (-1.43). CFWAX return over 5 years is better than : 15.51 vs. KBIWX (-12.60).
| 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 | 7.233 | 6.478 | 112% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 51.7M | 1,093% |
| Annual Yield % from dividends | 0.92 | 1.06 | 87% |
| Returns for 1 year | 5.68 | -1.43 | -398% |
| Returns for 3 years | 18.86 | 4.03 | 467% |
| Returns for 5 years | 15.51 | -12.60 | -123% |
| Returns for 10 years | 100.69 | N/A | - |
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