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CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$26.88
Change-$0.18 (-0.67%)
VolumeN/A
Net Assets531.44M
Rydex Basic Materials C
Price$54.21
Change-$1.08 (-1.95%)
VolumeN/A
Net Assets23.94M
CFWAX vs RYBCX Comparison Chart
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CFWAX vs. RYBCX commentary
Mar 04, 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 RYBCX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 531M vs. RYBCX (23.9M). 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 : -3.43 vs. RYBCX (-9.97). RYBCX return over 5 years is better than : 34.71 vs. CFWAX (32.68).
| 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 | 1.272 | 4.954 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 23.9M | 2,222% |
| Annual Yield % from dividends | 1.15 | 2.67 | 43% |
| Returns for 1 year | -3.43 | -9.97 | 34% |
| Returns for 3 years | 4.29 | -12.62 | -34% |
| Returns for 5 years | 32.68 | 34.71 | 94% |
| Returns for 10 years | 68.59 | 36.54 | 188% |
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