CFWAX
Price
$31.00
Change
+$0.06 (+0.19%)
Updated
Oct 17 closing price
Net Assets
566.45M
KBIWX
Price
$12.21
Change
+$0.05 (+0.41%)
Updated
Oct 17 closing price
Net Assets
56.88M
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CFWAX vs KBIWX

Header iconCFWAX vs KBIWX Comparison
Open Charts CFWAX vs KBIWXBanner chart's image
Calvert Global Water A
Price$31.00
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets566.45M
KBI Global Investors Aquarius Instl
Price$12.21
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets56.88M
CFWAX vs KBIWX Comparison Chart in %
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CFWAX vs. KBIWX commentary
Oct 19, 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 Hold and KBIWX is a Buy.

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FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 566M vs. KBIWX (56.9M). CFWAX pays higher dividends than KBIWX: CFWAX (1.41) vs KBIWX (0.98). 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 : -0.04 vs. KBIWX (-8.18). CFWAX return over 5 years is better than : 43.59 vs. KBIWX (17.69).
CFWAXKBIWXCFWAX / KBIWX
Total Expense Ratio1.241.00124%
Annual Report Gross Expense Ratio1.291.3794%
Fund Existence17 years7 years-
Gain YTD16.01816.61996%
Front Load5%N/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets566M56.9M995%
Annual Yield % from dividends1.410.98144%
Returns for 1 year-0.04-8.180%
Returns for 3 years40.6523.31174%
Returns for 5 years43.5917.69246%
Returns for 10 years109.10N/A-
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