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CFWAX vs RYBAX
CFWAX vs RYBAX Comparison
Open Charts CFWAX vs RYBAX
Calvert Global Water A
Price$31.59
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets566.45M
Rydex Basic Materials H
Price$78.90
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets27.63M
CFWAX vs RYBAX Comparison Chart in %
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CFWAX vs. RYBAX commentary
Oct 27, 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 RYBAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 566M vs. RYBAX (27.6M). CFWAX pays higher dividends than RYBAX: CFWAX (1.41) vs RYBAX (0.04). CFWAX was incepted earlier than RYBAX: CFWAX (17 years) vs RYBAX (28 years). RYBAX (1.69) is less costly to investors than CFWAX (1.29). RYBAX is a more actively managed with annual turnover of: 51.00 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 : 4.01 vs. RYBAX (-1.10). CFWAX (45.75) and RYBAX (43.88) have equivalent 5 years return.
| CFWAX | RYBAX | CFWAX / RYBAX | |
| Total Expense Ratio | 1.24 | 1.64 | 76% |
| Annual Report Gross Expense Ratio | 1.29 | 1.69 | 76% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 18.226 | 25.059 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 27.6M | 2,051% |
| Annual Yield % from dividends | 1.41 | 0.04 | 3,189% |
| Returns for 1 year | 4.01 | -1.10 | -363% |
| Returns for 3 years | 40.14 | 24.65 | 163% |
| Returns for 5 years | 45.75 | 43.88 | 104% |
| Returns for 10 years | 113.48 | 112.74 | 101% |
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