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CFWAX vs RYBAX
CFWAX vs RYBAX Comparison
Open Charts CFWAX vs RYBAX
Calvert Global Water A
Price$30.49
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets547.95M
Rydex Basic Materials H
Price$84.77
Change+$0.85 (+1.01%)
VolumeN/A
Net Assets37.37M
CFWAX vs RYBAX Comparison Chart in %
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CFWAX vs. RYBAX commentary
Jan 15, 2026
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 RYBAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 548M vs. RYBAX (37.4M). CFWAX pays higher dividends than RYBAX: CFWAX (0.98) vs RYBAX (0.69). CFWAX was incepted earlier than RYBAX: CFWAX (17 years) vs RYBAX (28 years). RYBAX (1.69) is less costly to investors than CFWAX (1.29). RYBAX is a more actively managed with annual turnover of: 51.00 vs. CFWAX (24.00). CFWAX has a lower initial minimum investment than RYBAX: CFWAX (1000) vs RYBAX (2500). RYBAX annual gain was more profitable for investors over the last year : 31.42 vs. CFWAX (17.34). RYBAX return over 5 years is better than : 34.67 vs. CFWAX (23.84).
| CFWAX | RYBAX | CFWAX / RYBAX | |
| Total Expense Ratio | 1.24 | 1.64 | 76% |
| Annual Report Gross Expense Ratio | 1.29 | 1.69 | 76% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 4.525 | 10.941 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 37.4M | 1,465% |
| Annual Yield % from dividends | 0.98 | 0.69 | 143% |
| Returns for 1 year | 17.34 | 31.42 | 55% |
| Returns for 3 years | 21.32 | 17.42 | 122% |
| Returns for 5 years | 23.84 | 34.67 | 69% |
| Returns for 10 years | 143.06 | 181.77 | 79% |