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CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$30.74
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets564.6M
Rydex Basic Materials C
Price$64.43
Change-$0.49 (-0.75%)
VolumeN/A
Net Assets27.51M
CFWAX vs RYBCX Comparison Chart in %
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CFWAX vs. RYBCX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 565M vs. RYBCX (27.5M). CFWAX pays higher dividends than RYBCX: CFWAX (1.42) vs RYBCX (0.05). 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 : 0.46 vs. RYBCX (-0.95). CFWAX return over 5 years is better than : 47.00 vs. RYBCX (34.47).
| CFWAX | RYBCX | CFWAX / RYBCX | |
| Total Expense Ratio | 1.24 | 2.38 | 52% |
| Annual Report Gross Expense Ratio | 1.29 | 2.43 | 53% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 15.120 | 23.235 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 27.5M | 2,055% |
| Annual Yield % from dividends | 1.42 | 0.05 | 2,633% |
| Returns for 1 year | 0.46 | -0.95 | -49% |
| Returns for 3 years | 34.50 | 20.42 | 169% |
| Returns for 5 years | 47.00 | 34.47 | 136% |
| Returns for 10 years | 115.15 | 93.94 | 123% |
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