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CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$30.77
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets562.61M
KBI Global Investors Aquarius Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets59.22M
CFWAX vs KBIWX Comparison Chart in %
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CFWAX vs. KBIWX commentary
Dec 14, 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: 563M vs. KBIWX (59.2M). CFWAX pays higher dividends than KBIWX: CFWAX (1.40) vs KBIWX (0.99). 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 : 1.37 vs. KBIWX (-7.72). CFWAX return over 5 years is better than : 31.86 vs. KBIWX (6.50).
| 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 | 15.569 | 15.377 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 59.2M | 951% |
| Annual Yield % from dividends | 1.40 | 0.99 | 142% |
| Returns for 1 year | 1.37 | -7.72 | -18% |
| Returns for 3 years | 25.25 | 7.13 | 354% |
| Returns for 5 years | 31.86 | 6.50 | 490% |
| Returns for 10 years | 121.30 | N/A | - |
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