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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$28.76
Change-$0.39 (-1.34%)
VolumeN/A
Net Assets529.36M
Rydex Basic Materials A
Price$72.03
Change-$0.53 (-0.73%)
VolumeN/A
Net Assets23.47M
CFWAX vs RYBMX Comparison Chart
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CFWAX vs. RYBMX commentary
Jun 16, 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 StrongBuy and RYBMX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 529M vs. RYBMX (23.5M). CFWAX pays higher dividends than RYBMX: CFWAX (1.51) vs RYBMX (0.05). CFWAX was incepted earlier than RYBMX: CFWAX (17 years) vs RYBMX (21 years). RYBMX (1.68) is less costly to investors than CFWAX (1.29). RYBMX is a more actively managed with annual turnover of: 49.00 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 : 0.56 vs. RYBMX (-5.69). CFWAX (54.68) and RYBMX (52.68) have equivalent 5 years return.
| CFWAX | RYBMX | CFWAX / RYBMX | |
| Total Expense Ratio | 1.24 | 1.65 | 75% |
| Annual Report Gross Expense Ratio | 1.29 | 1.68 | 77% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 7.635 | 9.651 | 79% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 23.5M | 2,251% |
| Annual Yield % from dividends | 1.51 | 0.05 | 3,061% |
| Returns for 1 year | 0.56 | -5.69 | -10% |
| Returns for 3 years | 28.13 | 4.76 | 591% |
| Returns for 5 years | 54.68 | 52.68 | 104% |
| Returns for 10 years | 76.73 | 61.42 | 125% |
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