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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$26.38
Change+$0.29 (+1.11%)
VolumeN/A
Net Assets513.35M
Rydex Basic Materials I
Price$73.34
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets22.15M
CFWAX vs RYBIX Comparison Chart
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CFWAX vs. RYBIX commentary
Apr 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 513M vs. RYBIX (22.2M). CFWAX pays higher dividends than RYBIX: CFWAX (1.60) 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 : -3.46 vs. RYBIX (-12.34). RYBIX return over 5 years is better than : 62.75 vs. CFWAX (51.78).
| 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 | -2.358 | 0.811 | -291% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 22.2M | 2,311% |
| Annual Yield % from dividends | 1.60 | 0.05 | 3,505% |
| Returns for 1 year | -3.46 | -12.34 | 28% |
| Returns for 3 years | 2.34 | -15.88 | -15% |
| Returns for 5 years | 51.78 | 62.75 | 83% |
| Returns for 10 years | 54.68 | 52.93 | 103% |
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