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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$30.87
Change+$0.48 (+1.58%)
VolumeN/A
Net Assets564.6M
Rydex Basic Materials A
Price$80.51
Change+$0.43 (+0.54%)
VolumeN/A
Net Assets25.31M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Sep 09, 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 Buy and RYBMX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 565M vs. RYBMX (25.3M). 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 (4.97) and RYBMX (4.85) have marching annual gain over last year. CFWAX return over 5 years is better than : 49.08 vs. RYBMX (46.66).
| 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 | 15.531 | 21.906 | 71% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 25.3M | 2,233% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,220% |
| Returns for 1 year | 4.97 | 4.85 | 102% |
| Returns for 3 years | 29.00 | 20.71 | 140% |
| Returns for 5 years | 49.08 | 46.66 | 105% |
| Returns for 10 years | 115.36 | 111.68 | 103% |
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