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CFWAX vs ICBMX
CFWAX vs ICBMX Comparison
Open Charts CFWAX vs ICBMX
Calvert Global Water A
Price$29.45
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets562.61M
ICON Natural Resources and Infras Instl
Price$18.67
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets123.49M
CFWAX vs ICBMX Comparison Chart in %
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CFWAX vs. ICBMX commentary
Dec 27, 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 StrongBuy and ICBMX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 563M vs. ICBMX (123M). CFWAX pays higher dividends than ICBMX: CFWAX (1.40) vs ICBMX (0.70). CFWAX was incepted earlier than ICBMX: CFWAX (17 years) vs ICBMX (29 years). ICBMX (1.31) and CFWAX (1.29) have similar cost to investors . ICBMX is a more actively managed with annual turnover of: 119.00 vs. CFWAX (24.00). CFWAX (1000) and ICBMX (1000) have matching initial minimum investment requirements. CFWAX annual gain was more profitable for investors over the last year : 9.07 vs. ICBMX (7.23). ICBMX return over 5 years is better than : 40.44 vs. CFWAX (22.89).
| CFWAX | ICBMX | CFWAX / ICBMX | |
| Total Expense Ratio | 1.24 | 1.31 | 95% |
| Annual Report Gross Expense Ratio | 1.29 | 1.31 | 98% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 10.217 | 8.673 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 123M | 458% |
| Annual Yield % from dividends | 1.40 | 0.70 | 201% |
| Returns for 1 year | 9.07 | 7.23 | 125% |
| Returns for 3 years | 24.02 | 17.34 | 139% |
| Returns for 5 years | 22.89 | 40.44 | 57% |
| Returns for 10 years | 105.00 | 78.52 | 134% |
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