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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$29.48
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets562.61M
Rydex Basic Materials I
Price$92.32
Change+$0.68 (+0.74%)
VolumeN/A
Net Assets29.24M
CFWAX vs RYBIX Comparison Chart in %
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CFWAX vs. RYBIX commentary
Dec 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.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 563M vs. RYBIX (29.2M). CFWAX pays higher dividends than RYBIX: CFWAX (1.40) vs RYBIX (0.04). CFWAX was incepted earlier than RYBIX: CFWAX (17 years) vs RYBIX (28 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 (24.00). 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 : 24.19 vs. CFWAX (9.39). RYBIX return over 5 years is better than : 34.93 vs. CFWAX (23.01).
| 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 | 28 years | - |
| Gain YTD | 10.329 | 25.966 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 29.2M | 1,928% |
| Annual Yield % from dividends | 1.40 | 0.04 | 3,722% |
| Returns for 1 year | 9.39 | 24.19 | 39% |
| Returns for 3 years | 24.30 | 20.58 | 118% |
| Returns for 5 years | 23.01 | 34.93 | 66% |
| Returns for 10 years | 105.80 | 137.29 | 77% |
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