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CFWIX vs VMIAX
CFWIX vs VMIAX Comparison
Open Charts CFWIX vs VMIAX
Calvert Global Water I
Price$26.18
Change+$0.53 (+2.07%)
VolumeN/A
Net Assets513.35M
Vanguard Materials Index Admiral
Price$90.41
Change+$2.47 (+2.81%)
VolumeN/A
Net Assets3.81B
CFWIX vs VMIAX Comparison Chart
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CFWIX vs. VMIAX 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 VMIAX is a Hold.
FUNDAMENTALS
Fundamentals
VMIAX has more cash in the bank: 3.81B vs. CFWIX (513M). CFWIX (1.85) and VMIAX (1.77) 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 : -8.47 vs. VMIAX (-13.90). VMIAX return over 5 years is better than : 58.80 vs. CFWIX (49.39).
| 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 | -4.682 | -8.118 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 3.81B | 13% |
| Annual Yield % from dividends | 1.85 | 1.77 | 104% |
| Returns for 1 year | -8.47 | -13.90 | 61% |
| Returns for 3 years | -0.23 | -10.16 | 2% |
| Returns for 5 years | 49.39 | 58.80 | 84% |
| Returns for 10 years | 57.42 | 57.25 | 100% |
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