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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$30.49
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets547.95M
KBI Global Investors Aquarius Instl
Price$11.45
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets60.12M
CFWAX vs KBIWX Comparison Chart in %
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CFWAX vs. KBIWX commentary
Jan 16, 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 KBIWX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 548M vs. KBIWX (60.1M). KBIWX pays higher dividends than CFWAX: KBIWX (1.12) vs CFWAX (0.98). CFWAX was incepted earlier than KBIWX: CFWAX (17 years) vs KBIWX (7 years). KBIWX (1.39) is less costly to investors than CFWAX (1.29). KBIWX is a more actively managed with annual turnover of: 52.00 vs. CFWAX (24.00). 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 : 17.34 vs. KBIWX (12.38). CFWAX return over 5 years is better than : 23.84 vs. KBIWX (-3.92).
| CFWAX | KBIWX | CFWAX / KBIWX | |
| Total Expense Ratio | 1.24 | 1.00 | 124% |
| Annual Report Gross Expense Ratio | 1.29 | 1.39 | 93% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 4.525 | 4.471 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 60.1M | 912% |
| Annual Yield % from dividends | 0.98 | 1.12 | 88% |
| Returns for 1 year | 17.34 | 12.38 | 140% |
| Returns for 3 years | 21.32 | 5.89 | 362% |
| Returns for 5 years | 23.84 | -3.92 | -609% |
| Returns for 10 years | 143.06 | N/A | - |
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