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CFWAX vs RYBAX
CFWAX vs RYBAX Comparison
Open Charts CFWAX vs RYBAX
Calvert Global Water A
Price$28.76
Change-$0.39 (-1.34%)
VolumeN/A
Net Assets529.36M
Rydex Basic Materials H
Price$69.18
Change-$0.51 (-0.73%)
VolumeN/A
Net Assets23.47M
CFWAX vs RYBAX Comparison Chart
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CFWAX vs. RYBAX commentary
Jun 15, 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 RYBAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 529M vs. RYBAX (23.5M). CFWAX pays higher dividends than RYBAX: CFWAX (1.51) vs RYBAX (0.05). CFWAX was incepted earlier than RYBAX: CFWAX (17 years) vs RYBAX (27 years). RYBAX (1.68) is less costly to investors than CFWAX (1.29). RYBAX is a more actively managed with annual turnover of: 49.00 vs. CFWAX (29.00). CFWAX has a lower initial minimum investment than RYBAX: CFWAX (1000) vs RYBAX (2500). CFWAX annual gain was more profitable for investors over the last year : 0.56 vs. RYBAX (-6.10). CFWAX return over 5 years is better than : 54.68 vs. RYBAX (51.77).
| CFWAX | RYBAX | CFWAX / RYBAX | |
| Total Expense Ratio | 1.24 | 1.65 | 75% |
| Annual Report Gross Expense Ratio | 1.29 | 1.68 | 77% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 7.635 | 9.653 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 23.5M | 2,251% |
| Annual Yield % from dividends | 1.51 | 0.05 | 2,953% |
| Returns for 1 year | 0.56 | -6.10 | -9% |
| Returns for 3 years | 28.13 | 4.29 | 656% |
| Returns for 5 years | 54.68 | 51.77 | 106% |
| Returns for 10 years | 76.73 | 60.06 | 128% |
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