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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$30.87
Change+$0.48 (+1.58%)
VolumeN/A
Net Assets549.11M
Rydex Basic Materials I
Price$89.32
Change+$0.48 (+0.54%)
VolumeN/A
Net Assets25.42M
CFWAX vs RYBIX Comparison Chart in %
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CFWAX vs. RYBIX commentary
Sep 09, 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: 549M vs. RYBIX (25.4M). CFWAX pays higher dividends than RYBIX: CFWAX (1.42) vs RYBIX (0.04). CFWAX was incepted earlier than RYBIX: CFWAX (17 years) vs RYBIX (27 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 : 6.21 vs. CFWAX (3.25). RYBIX (50.48) and CFWAX (49.04) have equivalent 5 years return.
| 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 | 27 years | - |
| Gain YTD | 14.970 | 22.117 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 25.4M | 2,161% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,539% |
| Returns for 1 year | 3.25 | 6.21 | 52% |
| Returns for 3 years | 33.26 | 22.90 | 145% |
| Returns for 5 years | 49.04 | 50.48 | 97% |
| Returns for 10 years | 112.94 | 121.04 | 93% |
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