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CFWAX vs CFWIX
CFWAX vs CFWIX Comparison
Open Charts CFWAX vs CFWIX
Calvert Global Water A
Price$30.51
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets549.11M
Calvert Global Water I
Price$30.78
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets549.11M
CFWAX vs CFWIX Comparison Chart in %
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CFWAX vs. CFWIX commentary
Aug 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 Buy and CFWIX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX (549M) and CFWIX (549M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.69) vs CFWAX (1.47). 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 : 3.87 vs. CFWAX (3.54). CFWIX (48.47) and CFWAX (46.53) 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 | 14.184 | 14.381 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 549M | 100% |
| Annual Yield % from dividends | 1.47 | 1.69 | 87% |
| Returns for 1 year | 3.54 | 3.87 | 91% |
| Returns for 3 years | 19.63 | 20.62 | 95% |
| Returns for 5 years | 46.53 | 48.47 | 96% |
| Returns for 10 years | 100.52 | 105.77 | 95% |
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