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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$30.75
Change-$0.20 (-0.65%)
VolumeN/A
Net Assets559.91M
Rydex Basic Materials A
Price$81.22
Change-$0.93 (-1.13%)
VolumeN/A
Net Assets27.52M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Nov 14, 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 RYBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 560M vs. RYBMX (27.5M). CFWAX pays higher dividends than RYBMX: CFWAX (1.42) vs RYBMX (0.04). CFWAX was incepted earlier than RYBMX: CFWAX (17 years) vs RYBMX (21 years). RYBMX (1.69) is less costly to investors than CFWAX (1.29). RYBMX is a more actively managed with annual turnover of: 51.00 vs. CFWAX (29.00). CFWAX initial investment is less costly to investors than RYBMX (5%) vs RYBMX (5%). CFWAX has a lower initial minimum investment than RYBMX: CFWAX (1000) vs RYBMX (2500). CFWAX annual gain was more profitable for investors over the last year : 2.20 vs. RYBMX (1.98). RYBMX (39.07) and CFWAX (37.44) have equivalent 5 years return.
| CFWAX | RYBMX | CFWAX / RYBMX | |
| Total Expense Ratio | 1.24 | 1.64 | 76% |
| Annual Report Gross Expense Ratio | 1.29 | 1.69 | 76% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 15.831 | 25.057 | 63% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 27.5M | 2,036% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,224% |
| Returns for 1 year | 2.20 | 1.98 | 111% |
| Returns for 3 years | 27.13 | 15.12 | 179% |
| Returns for 5 years | 37.44 | 39.07 | 96% |
| Returns for 10 years | 115.64 | 121.18 | 95% |
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