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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$28.32
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets522.42M
Rydex Basic Materials I
Price$76.88
Change-$0.28 (-0.36%)
VolumeN/A
Net Assets22.85M
CFWAX vs RYBIX Comparison Chart
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CFWAX vs. RYBIX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 522M vs. RYBIX (22.8M). CFWAX pays higher dividends than RYBIX: CFWAX (1.56) vs RYBIX (0.05). CFWAX was incepted earlier than RYBIX: CFWAX (17 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 : -3.56 vs. RYBIX (-11.84). CFWAX (60.87) and RYBIX (58.20) have equivalent 5 years return.
| CFWAX | RYBIX | CFWAX / RYBIX | |
| Total Expense Ratio | 1.24 | 1.40 | 89% |
| Annual Report Gross Expense Ratio | 1.29 | 1.43 | 90% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 6.287 | 6.062 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 22.8M | 2,289% |
| Annual Yield % from dividends | 1.56 | 0.05 | 3,377% |
| Returns for 1 year | -3.56 | -11.84 | 30% |
| Returns for 3 years | 17.49 | -4.50 | -389% |
| Returns for 5 years | 60.87 | 58.20 | 105% |
| Returns for 10 years | 68.38 | 58.00 | 118% |
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