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CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$31.25
Change+$0.62 (+2.02%)
VolumeN/A
Net Assets580.32M
Rydex Basic Materials C
Price$70.88
Change+$5.38 (+8.21%)
VolumeN/A
Net Assets40.75M
CFWAX vs RYBCX Comparison Chart in %
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CFWAX vs. RYBCX commentary
Feb 04, 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 RYBCX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 580M vs. RYBCX (40.7M). CFWAX pays higher dividends than RYBCX: CFWAX (0.93) vs RYBCX (0.76). CFWAX was incepted earlier than RYBCX: CFWAX (17 years) vs RYBCX (25 years). RYBCX (2.43) is less costly to investors than CFWAX (1.29). RYBCX is a more actively managed with annual turnover of: 51.00 vs. CFWAX (24.00). CFWAX has a lower initial minimum investment than RYBCX: CFWAX (1000) vs RYBCX (2500). RYBCX annual gain was more profitable for investors over the last year : 28.52 vs. CFWAX (16.53). RYBCX return over 5 years is better than : 32.18 vs. CFWAX (27.37).
| CFWAX | RYBCX | CFWAX / RYBCX | |
| Total Expense Ratio | 1.24 | 2.38 | 52% |
| Annual Report Gross Expense Ratio | 1.29 | 2.43 | 53% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 7.131 | 14.286 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 40.7M | 1,425% |
| Annual Yield % from dividends | 0.93 | 0.76 | 122% |
| Returns for 1 year | 16.53 | 28.52 | 58% |
| Returns for 3 years | 20.87 | 11.19 | 187% |
| Returns for 5 years | 27.37 | 32.18 | 85% |
| Returns for 10 years | 137.30 | 137.35 | 100% |
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