CFWAX
Price
$30.08
Change
+$0.07 (+0.23%)
Updated
Jul 25 closing price
Net Assets
546.26M
RYBIX
Price
$84.58
Change
+$0.54 (+0.64%)
Updated
Jul 25 closing price
Net Assets
25.9M
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CFWAX vs RYBIX

Header iconCFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIXBanner chart's image
Calvert Global Water A
Price$30.08
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets546.26M
Rydex Basic Materials I
Price$84.58
Change+$0.54 (+0.64%)
VolumeN/A
Net Assets25.9M
CFWAX vs RYBIX Comparison Chart in %
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CFWAX vs. RYBIX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 546M vs. RYBIX (25.9M). 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: 51.00 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 : 3.08 vs. RYBIX (-0.56). CFWAX (52.16) and RYBIX (49.72) have equivalent 5 years return.
CFWAXRYBIXCFWAX / RYBIX
Total Expense Ratio1.241.4089%
Annual Report Gross Expense Ratio1.291.4390%
Fund Existence17 years27 years-
Gain YTD12.57516.26177%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets546M25.9M2,108%
Annual Yield % from dividends1.470.043,364%
Returns for 1 year3.08-0.56-554%
Returns for 3 years26.8216.99158%
Returns for 5 years52.1649.72105%
Returns for 10 years97.81100.0698%
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