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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$27.41
Change+$0.31 (+1.14%)
VolumeN/A
Net Assets529.86M
Rydex Basic Materials I
Price$77.85
Change+$0.99 (+1.29%)
VolumeN/A
Net Assets24.36M
CFWAX vs RYBIX Comparison Chart
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CFWAX vs. RYBIX commentary
Jan 31, 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: 530M vs. RYBIX (24.4M). RYBIX pays higher dividends than CFWAX: RYBIX (2.02) vs CFWAX (1.15). CFWAX was incepted earlier than RYBIX: CFWAX (16 years) vs RYBIX (27 years). RYBIX is a more actively managed with annual turnover of: 126.00 vs. CFWAX (30.00). CFWAX has a lower initial minimum investment than RYBIX: CFWAX (1000) vs RYBIX (2500). CFWAX annual gain was more profitable for investors over the last year : 3.19 vs. RYBIX (-2.00). RYBIX return over 5 years is better than : 43.32 vs. CFWAX (31.53).
| CFWAX | RYBIX | CFWAX / RYBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 2.582 | 5.649 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 24.4M | 2,172% |
| Annual Yield % from dividends | 1.15 | 2.02 | 57% |
| Returns for 1 year | 3.19 | -2.00 | -160% |
| Returns for 3 years | 0.31 | -1.59 | -19% |
| Returns for 5 years | 31.53 | 43.32 | 73% |
| Returns for 10 years | 76.70 | 64.28 | 119% |
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