Interact to see
Advertisement
Advertisement
CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$30.39
Change+$0.29 (+0.96%)
VolumeN/A
Net Assets549.11M
Rydex Basic Materials I
Price$88.84
Change+$1.49 (+1.71%)
VolumeN/A
Net Assets24.88M
CFWAX vs RYBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. RYBIX commentary
Sep 06, 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 RYBIX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 549M vs. RYBIX (24.9M). CFWAX pays higher dividends than RYBIX: CFWAX (1.42) vs RYBIX (0.04). CFWAX was incepted earlier than RYBIX: CFWAX (17 years) vs RYBIX (27 years). RYBIX (1.44) is less costly to investors than CFWAX (1.29). RYBIX is a more actively managed with annual turnover of: 51.00 vs. CFWAX (29.00). CFWAX has a lower initial minimum investment than RYBIX: CFWAX (1000) vs RYBIX (2500). RYBIX annual gain was more profitable for investors over the last year : 4.43 vs. CFWAX (2.14). RYBIX (47.95) and CFWAX (47.43) have equivalent 5 years return.
| CFWAX | RYBIX | CFWAX / RYBIX | |
| Total Expense Ratio | 1.24 | 1.39 | 89% |
| Annual Report Gross Expense Ratio | 1.29 | 1.44 | 90% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 13.735 | 20.069 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 24.9M | 2,205% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,539% |
| Returns for 1 year | 2.14 | 4.43 | 48% |
| Returns for 3 years | 31.83 | 20.83 | 153% |
| Returns for 5 years | 47.43 | 47.95 | 99% |
| Returns for 10 years | 110.65 | 117.33 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement