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CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$30.10
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets549.11M
Rydex Basic Materials C
Price$59.94
Change+$0.29 (+0.49%)
VolumeN/A
Net Assets23.63M
CFWAX vs RYBCX Comparison Chart in %
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CFWAX vs. RYBCX commentary
Aug 11, 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: 549M vs. RYBCX (23.6M). CFWAX pays higher dividends than RYBCX: CFWAX (1.47) 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: 51.00 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 : 4.02 vs. RYBCX (-3.79). CFWAX return over 5 years is better than : 46.84 vs. RYBCX (31.76).
| 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 | 12.650 | 13.781 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 23.6M | 2,326% |
| Annual Yield % from dividends | 1.47 | 0.06 | 2,518% |
| Returns for 1 year | 4.02 | -3.79 | -106% |
| Returns for 3 years | 22.91 | 3.83 | 598% |
| Returns for 5 years | 46.84 | 31.76 | 147% |
| Returns for 10 years | 96.75 | 66.20 | 146% |