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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$30.95
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets559.91M
Rydex Basic Materials I
Price$91.18
Change+$1.18 (+1.31%)
VolumeN/A
Net Assets27.14M
CFWAX vs RYBIX Comparison Chart in %
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CFWAX vs. RYBIX commentary
Nov 14, 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 Hold and RYBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 560M vs. RYBIX (27.1M). CFWAX pays higher dividends than RYBIX: CFWAX (1.42) 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 (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 : 3.31 vs. CFWAX (2.20). RYBIX return over 5 years is better than : 42.68 vs. CFWAX (37.44).
| 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 | 15.831 | 25.333 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 27.1M | 2,066% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,543% |
| Returns for 1 year | 2.20 | 3.31 | 66% |
| Returns for 3 years | 27.13 | 17.20 | 158% |
| Returns for 5 years | 37.44 | 42.68 | 88% |
| Returns for 10 years | 115.64 | 130.95 | 88% |
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