Interact to see
Advertisement
Advertisement
CFWAX vs KBIWX
CFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWX
Calvert Global Water A
Price$30.51
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets549.11M
KBI Global Investors Aquarius Instl
Price$12.12
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets56.14M
CFWAX vs KBIWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. KBIWX commentary
Aug 18, 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: 549M vs. KBIWX (56.1M). 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 : 3.54 vs. KBIWX (-5.27). CFWAX return over 5 years is better than : 46.53 vs. KBIWX (19.77).
| 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 | 14.184 | 15.759 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 56.1M | 979% |
| Annual Yield % from dividends | 1.47 | 1.00 | 147% |
| Returns for 1 year | 3.54 | -5.27 | -67% |
| Returns for 3 years | 19.63 | 6.03 | 326% |
| Returns for 5 years | 46.53 | 19.77 | 235% |
| Returns for 10 years | 100.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JEPI | 56.69 | 0.07 | +0.12% |
| JPMorgan Equity Premium Income ETF | |||
| BKUI | 49.82 | 0.01 | +0.01% |
| BNY Mellon Ultra Short Income ETF | |||
| LIAJ | 192.76 | N/A | N/A |
| LifeX 2053 Infl-Prt Longevity Inc ETF | |||
| SCHQ | 31.33 | -0.19 | -0.60% |
| Schwab Long-Term US Treasury ETF | |||
| SURE | 119.87 | -0.94 | -0.77% |
| AdvisorShares Insider Advantage ETF | |||