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CFWAX vs CFWIX
CFWAX vs CFWIX Comparison
Open Charts CFWAX vs CFWIX
Calvert Global Water A
Price$31.00
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets566.45M
Calvert Global Water I
Price$31.28
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets566.45M
CFWAX vs CFWIX Comparison Chart in %
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CFWAX vs. CFWIX commentary
Oct 18, 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 CFWAX is a Hold and CFWIX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX (566M) and CFWIX (566M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.62) vs CFWAX (1.41). CFWAX was incepted earlier than CFWIX: CFWAX (17 years) vs CFWIX (12 years). CFWAX (1.29) is less costly to investors than CFWIX (1.04). CFWAX (29.00) and CFWIX (29.00) have comparable annual turnover. CFWAX has a lower initial minimum investment than CFWIX: CFWAX (1000) vs CFWIX (1000000). CFWIX annual gain was more profitable for investors over the last year : 0.24 vs. CFWAX (-0.04). CFWIX (45.49) and CFWAX (43.59) have equivalent 5 years return.
| CFWAX | CFWIX | CFWAX / CFWIX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.29 | 1.04 | 124% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 16.018 | 16.239 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 566M | 100% |
| Annual Yield % from dividends | 1.41 | 1.62 | 87% |
| Returns for 1 year | -0.04 | 0.24 | -16% |
| Returns for 3 years | 40.65 | 41.79 | 97% |
| Returns for 5 years | 43.59 | 45.49 | 96% |
| Returns for 10 years | 109.10 | 114.42 | 95% |
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