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CFWIX vs TRNEX
CFWIX vs TRNEX Comparison
Open Charts CFWIX vs TRNEX
Calvert Global Water I
Price$28.00
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets522.42M
T. Rowe Price New Era I
Price$36.78
Change+$0.27 (+0.74%)
VolumeN/A
Net Assets2.22B
CFWIX vs TRNEX Comparison Chart
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CFWIX vs. TRNEX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.22B vs. CFWIX (522M). TRNEX pays higher dividends than CFWIX: TRNEX (2.35) vs CFWIX (1.79). 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 : -4.17 vs. TRNEX (-8.55). TRNEX (62.05) and CFWIX (59.48) 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 | 3.530 | -1.617 | -218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 2.22B | 24% |
| Annual Yield % from dividends | 1.79 | 2.35 | 76% |
| Returns for 1 year | -4.17 | -8.55 | 49% |
| Returns for 3 years | 18.81 | 0.60 | 3,121% |
| Returns for 5 years | 59.48 | 62.05 | 96% |
| Returns for 10 years | 68.46 | N/A | - |
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