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CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$31.00
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets566.45M
Rydex Basic Materials C
Price$65.50
Change-$1.45 (-2.17%)
VolumeN/A
Net Assets26.09M
CFWAX vs RYBCX Comparison Chart in %
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CFWAX vs. RYBCX 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 RYBCX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 566M vs. RYBCX (26.1M). CFWAX pays higher dividends than RYBCX: CFWAX (1.41) vs RYBCX (0.05). 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: 51.00 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 : -0.04 vs. RYBCX (-4.96). CFWAX return over 5 years is better than : 43.59 vs. RYBCX (34.62).
| 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 | 24 years | - |
| Gain YTD | 16.018 | 24.336 | 66% |
| 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 | 0.05 | 2,700% |
| Returns for 1 year | -0.04 | -4.96 | 1% |
| Returns for 3 years | 40.65 | 22.95 | 177% |
| Returns for 5 years | 43.59 | 34.62 | 126% |
| Returns for 10 years | 109.10 | 89.84 | 121% |
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