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CFWIX vs TRNEX
CFWIX vs TRNEX Comparison
Open Charts CFWIX vs TRNEX
Calvert Global Water I
Price$28.94
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets529.36M
T. Rowe Price New Era I
Price$38.24
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets2.3B
CFWIX vs TRNEX Comparison Chart
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CFWIX vs. TRNEX commentary
Jun 07, 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 Buy and TRNEX is a Hold.
FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.3B vs. CFWIX (529M). TRNEX pays higher dividends than CFWIX: TRNEX (2.27) vs CFWIX (1.74). CFWIX was incepted earlier than TRNEX: CFWIX (11 years) vs TRNEX (9 years). CFWIX (1.04) is less costly to investors than TRNEX (0.57). CFWIX is a more actively managed with annual turnover of: 29.00 vs. TRNEX (24.30). TRNEX has a lower initial minimum investment than CFWIX: TRNEX (500000) vs CFWIX (1000000). CFWIX annual gain was more profitable for investors over the last year : -0.05 vs. TRNEX (-2.57). TRNEX (48.03) and CFWIX (46.24) have equivalent 5 years return.
| CFWIX | TRNEX | CFWIX / TRNEX | |
| Total Expense Ratio | 0.99 | 0.57 | 174% |
| Annual Report Gross Expense Ratio | 1.04 | 0.57 | 182% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 7.469 | 2.883 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 2.3B | 23% |
| Annual Yield % from dividends | 1.74 | 2.27 | 77% |
| Returns for 1 year | -0.05 | -2.57 | 2% |
| Returns for 3 years | 16.70 | -5.81 | -288% |
| Returns for 5 years | 46.24 | 48.03 | 96% |
| Returns for 10 years | 80.28 | N/A | - |
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