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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$29.98
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets546.26M
Rydex Basic Materials I
Price$83.26
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets23.34M
CFWAX vs RYBIX Comparison Chart in %
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CFWAX vs. RYBIX commentary
Jul 04, 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 StrongBuy and RYBIX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 546M vs. RYBIX (23.3M). CFWAX pays higher dividends than RYBIX: CFWAX (1.47) vs RYBIX (0.04). 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 : 6.56 vs. RYBIX (0.09). RYBIX (57.62) and CFWAX (57.47) 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 | 11.864 | 14.419 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 23.3M | 2,343% |
| Annual Yield % from dividends | 1.47 | 0.04 | 3,364% |
| Returns for 1 year | 6.56 | 0.09 | 7,121% |
| Returns for 3 years | 30.70 | 17.21 | 178% |
| Returns for 5 years | 57.47 | 57.62 | 100% |
| Returns for 10 years | 89.51 | 83.64 | 107% |
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