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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$28.76
Change-$0.39 (-1.34%)
VolumeN/A
Net Assets529.36M
KBI Global Investors Aquarius Instl
Price$11.55
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets54.11M
CFWAX vs KBIWX Comparison Chart
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CFWAX vs. KBIWX commentary
Jun 15, 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 KBIWX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 529M vs. KBIWX (54.1M). CFWAX pays higher dividends than KBIWX: CFWAX (1.51) vs KBIWX (1.03). CFWAX was incepted earlier than KBIWX: CFWAX (17 years) vs KBIWX (7 years). KBIWX (1.37) is less costly to investors than CFWAX (1.29). KBIWX is a more actively managed with annual turnover of: 41.00 vs. CFWAX (29.00). CFWAX has a lower initial minimum investment than KBIWX: CFWAX (1000) vs KBIWX (100000). CFWAX annual gain was more profitable for investors over the last year : 0.56 vs. KBIWX (-7.80). CFWAX return over 5 years is better than : 54.68 vs. KBIWX (29.18).
| CFWAX | KBIWX | CFWAX / KBIWX | |
| Total Expense Ratio | 1.24 | 1.00 | 124% |
| Annual Report Gross Expense Ratio | 1.29 | 1.37 | 94% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 7.635 | 10.315 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 54.1M | 978% |
| Annual Yield % from dividends | 1.51 | 1.03 | 147% |
| Returns for 1 year | 0.56 | -7.80 | -7% |
| Returns for 3 years | 28.13 | 14.52 | 194% |
| Returns for 5 years | 54.68 | 29.18 | 187% |
| Returns for 10 years | 76.73 | N/A | - |
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