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CFWAX vs RYBAX
CFWAX vs RYBAX Comparison
Open Charts CFWAX vs RYBAX
Calvert Global Water A
Price$29.98
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets546.26M
Rydex Basic Materials H
Price$72.11
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets26.65M
CFWAX vs RYBAX Comparison Chart in %
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CFWAX vs. RYBAX commentary
Jul 05, 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 StrongBuy and RYBAX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 546M vs. RYBAX (26.6M). CFWAX pays higher dividends than RYBAX: CFWAX (1.47) vs RYBAX (0.05). CFWAX was incepted earlier than RYBAX: CFWAX (17 years) vs RYBAX (27 years). RYBAX (1.68) is less costly to investors than CFWAX (1.29). RYBAX is a more actively managed with annual turnover of: 49.00 vs. CFWAX (29.00). CFWAX has a lower initial minimum investment than RYBAX: CFWAX (1000) vs RYBAX (2500). CFWAX annual gain was more profitable for investors over the last year : 6.88 vs. RYBAX (-1.61). CFWAX return over 5 years is better than : 57.94 vs. RYBAX (52.73).
| CFWAX | RYBAX | CFWAX / RYBAX | |
| Total Expense Ratio | 1.24 | 1.65 | 75% |
| Annual Report Gross Expense Ratio | 1.29 | 1.68 | 77% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 12.201 | 14.297 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 26.6M | 2,053% |
| Annual Yield % from dividends | 1.47 | 0.05 | 2,956% |
| Returns for 1 year | 6.88 | -1.61 | -426% |
| Returns for 3 years | 31.09 | 14.62 | 213% |
| Returns for 5 years | 57.94 | 52.73 | 110% |
| Returns for 10 years | 90.08 | 74.44 | 121% |
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