Interact to see
Advertisement
Advertisement
CFWAX vs CFWIX
CFWAX vs CFWIX Comparison
Open Charts CFWAX vs CFWIX
Calvert Global Water A
Price$31.25
Change+$0.62 (+2.02%)
VolumeN/A
Net Assets580.32M
Calvert Global Water I
Price$31.49
Change+$0.58 (+1.88%)
VolumeN/A
Net Assets580.32M
CFWAX vs CFWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. CFWIX commentary
Feb 04, 2026
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 (580M) and CFWIX (580M) have equal amount of cash in the bank . CFWIX pays higher dividends than CFWAX: CFWIX (1.15) vs CFWAX (0.93). 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 (24.00) and CFWIX (24.00) have comparable annual turnover. CFWAX has a lower initial minimum investment than CFWIX: CFWAX (1000) vs CFWIX (1000000). CFWIX (16.84) and CFWAX (16.53) have marching annual gain over last year. CFWIX return over 5 years is better than : 29.08 vs. CFWAX (27.37).
| 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 | 7.131 | 7.145 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 580M | 100% |
| Annual Yield % from dividends | 0.93 | 1.15 | 81% |
| Returns for 1 year | 16.53 | 16.84 | 98% |
| Returns for 3 years | 20.87 | 21.84 | 96% |
| Returns for 5 years | 27.37 | 29.08 | 94% |
| Returns for 10 years | 137.30 | 143.33 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EPP | 54.08 | 0.34 | +0.63% |
| iShares MSCI Pacific ex Japan ETF | |||
| DCRE | 51.97 | 0.01 | +0.02% |
| DoubleLine Commercial Real Estt Dbt ETF | |||
| EFU | 8.13 | N/A | +0.01% |
| ProShares UltraShort MSCI EAFE | |||
| IFED | 45.47 | N/A | N/A |
| ETRACS IFED Inv with the Fd TR ETN | |||
| HBDC | 25.04 | -0.01 | -0.06% |
| Hilton Bdc Corporate Bond ETF | |||