Interact to see
Advertisement
Advertisement
CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$28.76
Change-$0.39 (-1.34%)
VolumeN/A
Net Assets529.36M
Rydex Basic Materials C
Price$57.57
Change-$0.43 (-0.74%)
VolumeN/A
Net Assets23.66M
CFWAX vs RYBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. RYBCX commentary
Jun 15, 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 RYBCX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 529M vs. RYBCX (23.7M). CFWAX pays higher dividends than RYBCX: CFWAX (1.51) vs RYBCX (0.06). CFWAX was incepted earlier than RYBCX: CFWAX (17 years) vs RYBCX (24 years). RYBCX (2.43) is less costly to investors than CFWAX (1.29). RYBCX is a more actively managed with annual turnover of: 49.00 vs. CFWAX (29.00). CFWAX has a lower initial minimum investment than RYBCX: CFWAX (1000) vs RYBCX (2500). CFWAX annual gain was more profitable for investors over the last year : 0.56 vs. RYBCX (-8.81). CFWAX return over 5 years is better than : 54.68 vs. RYBCX (42.39).
| CFWAX | RYBCX | CFWAX / RYBCX | |
| Total Expense Ratio | 1.24 | 2.40 | 52% |
| Annual Report Gross Expense Ratio | 1.29 | 2.43 | 53% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 7.635 | 9.282 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 23.7M | 2,232% |
| Annual Yield % from dividends | 1.51 | 0.06 | 2,514% |
| Returns for 1 year | 0.56 | -8.81 | -6% |
| Returns for 3 years | 28.13 | -0.21 | -13,379% |
| Returns for 5 years | 54.68 | 42.39 | 129% |
| Returns for 10 years | 76.73 | 43.47 | 177% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HJIGX | 14.70 | -0.16 | -1.08% |
| Hardman Johnston Intl Gr Fd Instl Shr | |||
| DFEOX | 43.65 | -0.54 | -1.22% |
| DFA US Core Equity 1 I | |||
| MCVCX | 10.45 | -0.13 | -1.23% |
| Transamerica Mid Cap Value Opps C | |||
| HNMVX | 25.56 | -0.34 | -1.31% |
| Harbor Mid Cap Value Retirement | |||
| CLPYX | 52.18 | -7.08 | -11.94% |
| Columbia Large Cap Index Inst3 | |||