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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$29.98
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets546.26M
KBI Global Investors Aquarius Instl
Price$11.99
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets55.44M
CFWAX vs KBIWX Comparison Chart in %
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CFWAX vs. KBIWX commentary
Jul 06, 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 KBIWX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 546M vs. KBIWX (55.4M). CFWAX pays higher dividends than KBIWX: CFWAX (1.47) vs KBIWX (1.00). 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 : 6.88 vs. KBIWX (-2.21). CFWAX return over 5 years is better than : 57.94 vs. KBIWX (31.42).
| 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 | 12.201 | 14.518 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 55.4M | 986% |
| Annual Yield % from dividends | 1.47 | 1.00 | 147% |
| Returns for 1 year | 6.88 | -2.21 | -311% |
| Returns for 3 years | 31.09 | 16.10 | 193% |
| Returns for 5 years | 57.94 | 31.42 | 184% |
| Returns for 10 years | 90.08 | N/A | - |
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