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CFWAX vs RYBAX
CFWAX vs RYBAX Comparison
Open Charts CFWAX vs RYBAX
Calvert Global Water A
Price$30.39
Change+$0.29 (+0.96%)
VolumeN/A
Net Assets549.11M
Rydex Basic Materials H
Price$76.91
Change+$1.29 (+1.71%)
VolumeN/A
Net Assets25.31M
CFWAX vs RYBAX Comparison Chart in %
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CFWAX vs. RYBAX commentary
Sep 08, 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 RYBAX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 549M vs. RYBAX (25.3M). CFWAX pays higher dividends than RYBAX: CFWAX (1.42) vs RYBAX (0.05). CFWAX was incepted earlier than RYBAX: CFWAX (17 years) vs RYBAX (27 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). RYBAX annual gain was more profitable for investors over the last year : 4.38 vs. CFWAX (3.25). CFWAX return over 5 years is better than : 49.04 vs. RYBAX (45.77).
| 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 | 27 years | - |
| Gain YTD | 14.970 | 21.905 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 25.3M | 2,170% |
| Annual Yield % from dividends | 1.42 | 0.05 | 3,106% |
| Returns for 1 year | 3.25 | 4.38 | 74% |
| Returns for 3 years | 33.26 | 20.15 | 165% |
| Returns for 5 years | 49.04 | 45.77 | 107% |
| Returns for 10 years | 112.94 | 110.00 | 103% |
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