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CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$29.25
Change-$0.92 (-3.05%)
VolumeN/A
CapitalizationN/A
Rydex Basic Materials C
Price$53.10
Change-$1.89 (-3.44%)
VolumeN/A
CapitalizationN/A
CFWAX vs RYBCX Comparison Chart
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CFWAX vs. RYBCX 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 RYBCX is a StrongSell.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 578M vs. RYBCX (24.2M). RYBCX pays higher dividends than CFWAX: RYBCX (2.67) vs CFWAX (1.15). CFWAX was incepted earlier than RYBCX: CFWAX (16 years) vs RYBCX (24 years). RYBCX is a more actively managed with annual turnover of: 126.00 vs. CFWAX (30.00). 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 : 8.36 vs. RYBCX (-10.68). CFWAX return over 5 years is better than : 41.84 vs. RYBCX (21.73).
| CFWAX | RYBCX | CFWAX / RYBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 7.405 | -11.936 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 24.2M | 2,388% |
| Annual Yield % from dividends | 1.15 | 2.67 | 43% |
| Returns for 1 year | 8.36 | -10.68 | -78% |
| Returns for 3 years | 3.62 | -10.82 | -33% |
| Returns for 5 years | 41.84 | 21.73 | 193% |
| Returns for 10 years | 83.10 | 38.25 | 217% |
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