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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$29.25
Change-$0.92 (-3.05%)
VolumeN/A
CapitalizationN/A
Rydex Basic Materials I
Price$73.31
Change-$2.61 (-3.44%)
VolumeN/A
CapitalizationN/A
CFWAX vs RYBIX Comparison Chart
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CFWAX vs. RYBIX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 578M vs. RYBIX (24.2M). 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 : 8.36 vs. RYBIX (-11.00). CFWAX return over 5 years is better than : 41.84 vs. RYBIX (29.20).
| 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 | 7.405 | -10.928 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 24.2M | 2,388% |
| Annual Yield % from dividends | 1.15 | 2.02 | 57% |
| Returns for 1 year | 8.36 | -11.00 | -76% |
| Returns for 3 years | 3.62 | -7.95 | -45% |
| Returns for 5 years | 41.84 | 29.20 | 143% |
| Returns for 10 years | 83.10 | 56.84 | 146% |
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