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CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$27.78
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets522.42M
Rydex Basic Materials C
Price$54.49
Change+$0.19 (+0.35%)
VolumeN/A
Net Assets22.67M
CFWAX vs RYBCX Comparison Chart
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CFWAX vs. RYBCX commentary
May 09, 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 RYBCX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 522M vs. RYBCX (22.7M). CFWAX pays higher dividends than RYBCX: CFWAX (1.56) vs RYBCX (0.06). CFWAX was incepted earlier than RYBCX: CFWAX (17 years) vs RYBCX (24 years). RYBCX (2.43) is less costly to investors than CFWAX (1.29). RYBCX is a more actively managed with annual turnover of: 49.00 vs. CFWAX (29.00). CFWAX has a lower initial minimum investment than RYBCX: CFWAX (1000) vs RYBCX (2500). CFWAX annual gain was more profitable for investors over the last year : -4.45 vs. RYBCX (-16.72). CFWAX return over 5 years is better than : 57.41 vs. RYBCX (40.85).
| CFWAX | RYBCX | CFWAX / RYBCX | |
| Total Expense Ratio | 1.24 | 2.40 | 52% |
| Annual Report Gross Expense Ratio | 1.29 | 2.43 | 53% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 3.443 | 3.075 | 112% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 22.7M | 2,300% |
| Annual Yield % from dividends | 1.56 | 0.06 | 2,533% |
| Returns for 1 year | -4.45 | -16.72 | 27% |
| Returns for 3 years | 17.87 | -11.17 | -160% |
| Returns for 5 years | 57.41 | 40.85 | 141% |
| Returns for 10 years | 64.05 | 30.17 | 212% |
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