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CFWAX vs RYBAX
CFWAX vs RYBAX Comparison
Open Charts CFWAX vs RYBAX
Calvert Global Water A
Price$29.69
Change-$0.13 (-0.44%)
VolumeN/A
Net Assets559.91M
Rydex Basic Materials H
Price$76.40
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets26.01M
CFWAX vs RYBAX Comparison Chart in %
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CFWAX vs. RYBAX commentary
Nov 20, 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: 560M vs. RYBAX (26M). CFWAX pays higher dividends than RYBAX: CFWAX (1.42) vs RYBAX (0.05). 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 : -0.17 vs. RYBAX (-1.97). RYBAX (31.68) and CFWAX (30.88) 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 | 11.602 | 20.590 | 56% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 26M | 2,154% |
| Annual Yield % from dividends | 1.42 | 0.05 | 3,108% |
| Returns for 1 year | -0.17 | -1.97 | 9% |
| Returns for 3 years | 22.73 | 12.50 | 182% |
| Returns for 5 years | 30.88 | 31.68 | 97% |
| Returns for 10 years | 100.01 | 111.82 | 89% |