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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$30.95
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets562.61M
Rydex Basic Materials A
Price$84.49
Change-$0.18 (-0.21%)
VolumeN/A
Net Assets27.59M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Dec 05, 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: 563M vs. RYBMX (27.6M). CFWAX pays higher dividends than RYBMX: CFWAX (1.40) 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). RYBMX annual gain was more profitable for investors over the last year : 3.14 vs. CFWAX (0.95). RYBMX (33.64) and CFWAX (32.05) 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 | 28.619 | 55% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 27.6M | 2,040% |
| Annual Yield % from dividends | 1.40 | 0.04 | 3,384% |
| Returns for 1 year | 0.95 | 3.14 | 30% |
| Returns for 3 years | 25.68 | 17.23 | 149% |
| Returns for 5 years | 32.05 | 33.64 | 95% |
| Returns for 10 years | 110.74 | 131.07 | 84% |