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CFWAX vs RYBIX
CFWAX vs RYBIX Comparison
Open Charts CFWAX vs RYBIX
Calvert Global Water A
Price$31.00
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets566.45M
Rydex Basic Materials I
Price$91.19
Change-$2.01 (-2.16%)
VolumeN/A
Net Assets26.09M
CFWAX vs RYBIX Comparison Chart in %
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CFWAX vs. RYBIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 566M vs. RYBIX (26.1M). CFWAX pays higher dividends than RYBIX: CFWAX (1.41) 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). CFWAX annual gain was more profitable for investors over the last year : -0.04 vs. RYBIX (-0.41). RYBIX return over 5 years is better than : 48.12 vs. CFWAX (43.59).
| 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 | 16.018 | 25.347 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 26.1M | 2,169% |
| Annual Yield % from dividends | 1.41 | 0.04 | 3,636% |
| Returns for 1 year | -0.04 | -0.41 | 10% |
| Returns for 3 years | 40.65 | 31.44 | 129% |
| Returns for 5 years | 43.59 | 48.12 | 91% |
| Returns for 10 years | 109.10 | 123.05 | 89% |
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