Ad is loading...
CFWAX vs RYBAX
CFWAX vs RYBAX Comparison
Open Charts CFWAX vs RYBAX
Calvert Global Water A
Price$25.45
Change-$0.27 (-1.05%)
VolumeN/A
Net Assets513.35M
Rydex Basic Materials H
Price$60.90
Change-$1.27 (-2.04%)
VolumeN/A
Net Assets21.73M
CFWAX vs RYBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. RYBAX commentary
Apr 12, 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 Hold and RYBAX is a Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 513M vs. RYBAX (21.7M). CFWAX pays higher dividends than RYBAX: CFWAX (1.60) vs RYBAX (0.05). CFWAX was incepted earlier than RYBAX: CFWAX (17 years) vs RYBAX (27 years). RYBAX (1.68) is less costly to investors than CFWAX (1.29). RYBAX is a more actively managed with annual turnover of: 49.00 vs. CFWAX (29.00). 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 : -7.59 vs. RYBAX (-18.56). RYBAX (51.21) and CFWAX (49.05) have equivalent 5 years return.
| CFWAX | RYBAX | CFWAX / RYBAX | |
| Total Expense Ratio | 1.24 | 1.65 | 75% |
| Annual Report Gross Expense Ratio | 1.29 | 1.68 | 77% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -3.743 | -1.458 | 257% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 21.7M | 2,364% |
| Annual Yield % from dividends | 1.60 | 0.05 | 3,085% |
| Returns for 1 year | -7.59 | -18.56 | 41% |
| Returns for 3 years | -0.43 | -18.06 | 2% |
| Returns for 5 years | 49.05 | 51.21 | 96% |
| Returns for 10 years | 55.39 | 43.47 | 127% |
View a ticker or compare two or three
VS
VS
Ad is loading...