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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$31.25
Change+$0.62 (+2.02%)
VolumeN/A
Net Assets580.32M
Rydex Basic Materials A
Price$91.34
Change+$9.18 (+11.17%)
VolumeN/A
Net Assets40.75M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX 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 RYBMX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 580M vs. RYBMX (40.7M). CFWAX pays higher dividends than RYBMX: CFWAX (0.93) vs RYBMX (0.60). 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 (24.00). 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). RYBMX annual gain was more profitable for investors over the last year : 32.51 vs. CFWAX (16.53). RYBMX return over 5 years is better than : 44.67 vs. CFWAX (27.37).
| 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 | 7.131 | 14.361 | 50% |
| Front Load | 5% | 5% | 111% |
| 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 | 0.60 | 154% |
| Returns for 1 year | 16.53 | 32.51 | 51% |
| Returns for 3 years | 20.87 | 19.45 | 107% |
| Returns for 5 years | 27.37 | 44.67 | 61% |
| Returns for 10 years | 137.30 | 172.62 | 80% |
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