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CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$26.38
Change+$0.29 (+1.11%)
VolumeN/A
Net Assets513.35M
Rydex Basic Materials C
Price$52.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets22.15M
CFWAX vs RYBCX Comparison Chart
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CFWAX vs. RYBCX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 513M vs. RYBCX (22.1M). CFWAX pays higher dividends than RYBCX: CFWAX (1.60) 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 : -3.46 vs. RYBCX (-16.34). CFWAX return over 5 years is better than : 51.78 vs. RYBCX (47.90).
| 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 | -2.358 | 0.494 | -478% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 22.1M | 2,321% |
| Annual Yield % from dividends | 1.60 | 0.06 | 2,630% |
| Returns for 1 year | -3.46 | -16.34 | 21% |
| Returns for 3 years | 2.34 | -21.32 | -11% |
| Returns for 5 years | 51.78 | 47.90 | 108% |
| Returns for 10 years | 54.68 | 30.18 | 181% |
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