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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$28.76
Change-$0.39 (-1.34%)
VolumeN/A
Net Assets529.36M
Rydex Basic Materials I
Price$79.87
Change-$0.59 (-0.73%)
VolumeN/A
Net Assets23.47M
CFWAX vs RYBIX Comparison Chart
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CFWAX vs. RYBIX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 529M vs. RYBIX (23.5M). CFWAX pays higher dividends than RYBIX: CFWAX (1.51) vs RYBIX (0.05). 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 : 0.56 vs. RYBIX (-4.44). RYBIX (56.68) and CFWAX (54.68) 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 | 7.635 | 9.787 | 78% |
| 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 | 3,357% |
| Returns for 1 year | 0.56 | -4.44 | -13% |
| Returns for 3 years | 28.13 | 6.67 | 422% |
| Returns for 5 years | 54.68 | 56.68 | 96% |
| Returns for 10 years | 76.73 | 68.55 | 112% |
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