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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$31.00
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets562.61M
Rydex Basic Materials I
Price$93.23
Change-$0.74 (-0.79%)
VolumeN/A
Net Assets27.69M
CFWAX vs RYBIX Comparison Chart in %
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CFWAX vs. RYBIX commentary
Dec 04, 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: 563M vs. RYBIX (27.7M). 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 (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 : 3.89 vs. CFWAX (0.59). RYBIX return over 5 years is better than : 40.63 vs. CFWAX (32.52).
| 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 | 15.157 | 29.168 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 27.7M | 2,032% |
| Annual Yield % from dividends | 1.40 | 0.04 | 3,722% |
| Returns for 1 year | 0.59 | 3.89 | 15% |
| Returns for 3 years | 22.93 | 16.86 | 136% |
| Returns for 5 years | 32.52 | 40.63 | 80% |
| Returns for 10 years | 106.51 | 135.89 | 78% |
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