Ad is loading...
CFWAX vs RYBCX
CFWAX vs RYBCX Comparison
Open Charts CFWAX vs RYBCX
Calvert Global Water A
Price$27.41
Change+$0.31 (+1.14%)
VolumeN/A
Net Assets529.86M
Rydex Basic Materials C
Price$56.32
Change+$0.71 (+1.28%)
VolumeN/A
Net Assets24.36M
CFWAX vs RYBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFWAX vs. RYBCX commentary
Jan 31, 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: 530M vs. RYBCX (24.4M). 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 : 3.19 vs. RYBCX (-6.45). CFWAX (31.53) and RYBCX (30.27) have equivalent 5 years return.
| 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 | 2.582 | 5.562 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 24.4M | 2,172% |
| Annual Yield % from dividends | 1.15 | 2.67 | 43% |
| Returns for 1 year | 3.19 | -6.45 | -49% |
| Returns for 3 years | 0.31 | -7.94 | -4% |
| Returns for 5 years | 31.53 | 30.27 | 104% |
| Returns for 10 years | 76.70 | 39.84 | 193% |
View a ticker or compare two or three
VS
VS
Ad is loading...