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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$27.10
Change-$0.24 (-0.88%)
VolumeN/A
Net Assets523.92M
Rydex Basic Materials I
Price$74.94
Change+$0.39 (+0.52%)
VolumeN/A
Net Assets23.01M
CFWAX vs RYBIX Comparison Chart
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CFWAX vs. RYBIX commentary
Mar 12, 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 RYBIX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 524M vs. RYBIX (23M). CFWAX pays higher dividends than RYBIX: CFWAX (1.59) vs RYBIX (0.05). CFWAX was incepted earlier than RYBIX: CFWAX (16 years) vs RYBIX (27 years). RYBIX (1.43) is less costly to investors than CFWAX (1.29). RYBIX is a more actively managed with annual turnover of: 49.00 vs. CFWAX (29.00). 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 : -3.68 vs. RYBIX (-10.41). RYBIX return over 5 years is better than : 92.58 vs. CFWAX (72.26).
| CFWAX | RYBIX | CFWAX / RYBIX | |
| Total Expense Ratio | 1.24 | 1.40 | 89% |
| Annual Report Gross Expense Ratio | 1.29 | 1.43 | 90% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 2.320 | 2.474 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 23M | 2,278% |
| Annual Yield % from dividends | 1.59 | 0.05 | 3,490% |
| Returns for 1 year | -3.68 | -10.41 | 35% |
| Returns for 3 years | 7.57 | -8.13 | -93% |
| Returns for 5 years | 72.26 | 92.58 | 78% |
| Returns for 10 years | 70.83 | 59.08 | 120% |
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