CFWAX
Price
$29.25
Change
-$0.92 (-3.05%)
Updated
Dec 18 closing price
RYBAX
Price
$63.58
Change
-$2.26 (-3.43%)
Updated
Dec 18 closing price
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CFWAX vs RYBAX

Header iconCFWAX vs RYBAX Comparison
Open Charts CFWAX vs RYBAXBanner chart's image
Calvert Global Water A
Price$29.25
Change-$0.92 (-3.05%)
VolumeN/A
CapitalizationN/A
Rydex Basic Materials H
Price$63.58
Change-$2.26 (-3.43%)
VolumeN/A
CapitalizationN/A
CFWAX vs RYBAX Comparison Chart
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CFWAX vs. RYBAX commentary
Dec 19, 2024

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 RYBAX is a StrongSell.

FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 578M vs. RYBAX (24.2M). RYBAX pays higher dividends than CFWAX: RYBAX (2.29) vs CFWAX (1.15). CFWAX was incepted earlier than RYBAX: CFWAX (16 years) vs RYBAX (27 years). RYBAX is a more actively managed with annual turnover of: 126.00 vs. CFWAX (30.00). CFWAX has a lower initial minimum investment than RYBAX: CFWAX (1000) vs RYBAX (2500). CFWAX annual gain was more profitable for investors over the last year : 8.36 vs. RYBAX (-8.02). CFWAX return over 5 years is better than : 41.84 vs. RYBAX (29.76).
CFWAXRYBAXCFWAX / RYBAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence16 years27 years-
Gain YTD7.405-9.341-79%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets578M24.2M2,388%
Annual Yield % from dividends1.152.2950%
Returns for 1 year8.36-8.02-104%
Returns for 3 years3.62-6.79-53%
Returns for 5 years41.8429.76141%
Returns for 10 years83.1054.02154%
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