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CFWIX vs PGNAX
CFWIX vs PGNAX Comparison
Open Charts CFWIX vs PGNAX
Calvert Global Water I
Price$26.18
Change+$0.53 (+2.07%)
VolumeN/A
Net Assets513.35M
PGIM Jennison Natural Resources A
Price$47.76
Change+$1.79 (+3.89%)
VolumeN/A
Net Assets602.7M
CFWIX vs PGNAX Comparison Chart
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CFWIX vs. PGNAX commentary
Apr 12, 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 CFWIX is a Hold and PGNAX is a Hold.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 603M vs. CFWIX (513M). CFWIX pays higher dividends than PGNAX: CFWIX (1.85) vs PGNAX (0.97). CFWIX was incepted earlier than PGNAX: CFWIX (11 years) vs PGNAX (35 years). PGNAX (1.26) is less costly to investors than CFWIX (1.04). PGNAX is a more actively managed with annual turnover of: 31.00 vs. CFWIX (29.00). PGNAX has a lower initial minimum investment than CFWIX: PGNAX (1000) vs CFWIX (1000000). CFWIX annual gain was more profitable for investors over the last year : -8.47 vs. PGNAX (-19.75). PGNAX return over 5 years is better than : 136.75 vs. CFWIX (49.39).
| CFWIX | PGNAX | CFWIX / PGNAX | |
| Total Expense Ratio | 0.99 | 1.26 | 79% |
| Annual Report Gross Expense Ratio | 1.04 | 1.26 | 83% |
| Fund Existence | 11 years | 35 years | - |
| Gain YTD | -4.682 | -9.615 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 603M | 85% |
| Annual Yield % from dividends | 1.85 | 0.97 | 190% |
| Returns for 1 year | -8.47 | -19.75 | 43% |
| Returns for 3 years | -0.23 | -16.23 | 1% |
| Returns for 5 years | 49.39 | 136.75 | 36% |
| Returns for 10 years | 57.42 | 22.38 | 257% |
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