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CFWCX vs FIQRX
CFWCX vs FIQRX Comparison
Open Charts CFWCX vs FIQRX
Calvert Global Water C
Price$24.63
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets523.92M
Fidelity Advisor Global Commodity Stk Z
Price$18.73
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets876.47M
CFWCX vs FIQRX Comparison Chart
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CFWCX vs. FIQRX commentary
Apr 03, 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 CFWCX is a Buy and FIQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 876M vs. CFWCX (524M). FIQRX pays higher dividends than CFWCX: FIQRX (2.65) vs CFWCX (0.85). CFWCX was incepted earlier than FIQRX: CFWCX (17 years) vs FIQRX (7 years). CFWCX (2.04) is less costly to investors than FIQRX (0.76). FIQRX is a more actively managed with annual turnover of: 49.00 vs. CFWCX (29.00). FIQRX has a lower initial minimum investment than CFWCX: FIQRX (0) vs CFWCX (1000). FIQRX annual gain was more profitable for investors over the last year : 1.66 vs. CFWCX (-5.88). FIQRX return over 5 years is better than : 149.60 vs. CFWCX (67.29).
| CFWCX | FIQRX | CFWCX / FIQRX | |
| Total Expense Ratio | 1.99 | 0.76 | 262% |
| Annual Report Gross Expense Ratio | 2.04 | 0.76 | 268% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 0.451 | 4.413 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 876M | 60% |
| Annual Yield % from dividends | 0.85 | 2.65 | 32% |
| Returns for 1 year | -5.88 | 1.66 | -353% |
| Returns for 3 years | -2.82 | -6.12 | 46% |
| Returns for 5 years | 67.29 | 149.60 | 45% |
| Returns for 10 years | 51.41 | N/A | - |
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