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CFWIX vs VMIAX
CFWIX vs VMIAX Comparison
Open Charts CFWIX vs VMIAX
Calvert Global Water I
Price$28.00
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets522.42M
Vanguard Materials Index Admiral
Price$95.12
Change+$1.25 (+1.33%)
VolumeN/A
Net Assets3.58B
CFWIX vs VMIAX Comparison Chart
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CFWIX vs. VMIAX 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 VMIAX is a Buy.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.58B vs. CFWIX (522M). VMIAX (1.80) and CFWIX (1.79) have matching dividends . CFWIX was incepted earlier than VMIAX: CFWIX (11 years) vs VMIAX (21 years). CFWIX (1.04) is less costly to investors than VMIAX (0.09). CFWIX is a more actively managed with annual turnover of: 29.00 vs. VMIAX (12.00). VMIAX has a lower initial minimum investment than CFWIX: VMIAX (100000) vs CFWIX (1000000). CFWIX annual gain was more profitable for investors over the last year : -4.17 vs. VMIAX (-7.50). VMIAX return over 5 years is better than : 64.51 vs. CFWIX (59.48).
| CFWIX | VMIAX | CFWIX / VMIAX | |
| Total Expense Ratio | 0.99 | 0.09 | 1,100% |
| Annual Report Gross Expense Ratio | 1.04 | 0.09 | 1,156% |
| Fund Existence | 11 years | 21 years | - |
| Gain YTD | 3.530 | -1.922 | -184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 3.58B | 15% |
| Annual Yield % from dividends | 1.79 | 1.80 | 100% |
| Returns for 1 year | -4.17 | -7.50 | 56% |
| Returns for 3 years | 18.81 | 3.36 | 561% |
| Returns for 5 years | 59.48 | 64.51 | 92% |
| Returns for 10 years | 68.46 | 63.74 | 107% |
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