Interact to see
Advertisement
Advertisement
CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$31.00
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets566.45M
Rydex Basic Materials I
Price$92.01
Change+$0.19 (+0.21%)
VolumeN/A
Net Assets26.39M
CFWAX vs RYBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. RYBIX commentary
Oct 06, 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: 566M vs. RYBIX (26.4M). CFWAX pays higher dividends than RYBIX: CFWAX (1.41) vs RYBIX (0.04). CFWAX was incepted earlier than RYBIX: CFWAX (17 years) vs RYBIX (28 years). RYBIX (1.44) is less costly to investors than CFWAX (1.29). RYBIX is a more actively managed with annual turnover of: 51.00 vs. CFWAX (29.00). CFWAX has a lower initial minimum investment than RYBIX: CFWAX (1000) vs RYBIX (2500). RYBIX annual gain was more profitable for investors over the last year : 3.17 vs. CFWAX (-0.76). RYBIX return over 5 years is better than : 58.17 vs. CFWAX (49.64).
| CFWAX | RYBIX | CFWAX / RYBIX | |
| Total Expense Ratio | 1.24 | 1.39 | 89% |
| Annual Report Gross Expense Ratio | 1.29 | 1.44 | 90% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 16.018 | 26.474 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 26.4M | 2,144% |
| Annual Yield % from dividends | 1.41 | 0.04 | 3,636% |
| Returns for 1 year | -0.76 | 3.17 | -24% |
| Returns for 3 years | 37.58 | 30.53 | 123% |
| Returns for 5 years | 49.64 | 58.17 | 85% |
| Returns for 10 years | 114.46 | 130.00 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement