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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$31.62
Change+$0.37 (+1.18%)
VolumeN/A
Net Assets580.32M
Rydex Basic Materials I
Price$103.54
Change+$1.14 (+1.11%)
VolumeN/A
Net Assets42.52M
CFWAX vs RYBIX Comparison Chart in %
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CFWAX vs. RYBIX commentary
Feb 05, 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 RYBIX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 580M vs. RYBIX (42.5M). CFWAX pays higher dividends than RYBIX: CFWAX (0.93) vs RYBIX (0.54). 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 : 34.05 vs. CFWAX (17.70). RYBIX return over 5 years is better than : 48.86 vs. CFWAX (28.13).
| 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 | 8.399 | 15.661 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 42.5M | 1,365% |
| Annual Yield % from dividends | 0.93 | 0.54 | 171% |
| Returns for 1 year | 17.70 | 34.05 | 52% |
| Returns for 3 years | 22.30 | 24.06 | 93% |
| Returns for 5 years | 28.13 | 48.86 | 58% |
| Returns for 10 years | 140.11 | 190.01 | 74% |
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