CFWAX
Price
$30.51
Change
-$0.03 (-0.10%)
Updated
Aug 15 closing price
Net Assets
549.11M
RYBMX
Price
$76.56
Change
-$0.06 (-0.08%)
Updated
Aug 15 closing price
Net Assets
24.31M
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CFWAX vs RYBMX

Header iconCFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMXBanner chart's image
Calvert Global Water A
Price$30.51
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets549.11M
Rydex Basic Materials A
Price$76.56
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets24.31M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Aug 17, 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 RYBMX is a Buy.

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FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 549M vs. RYBMX (24.3M). CFWAX pays higher dividends than RYBMX: CFWAX (1.47) vs RYBMX (0.05). CFWAX was incepted earlier than RYBMX: CFWAX (17 years) vs RYBMX (21 years). RYBMX (1.68) is less costly to investors than CFWAX (1.29). RYBMX is a more actively managed with annual turnover of: 51.00 vs. CFWAX (29.00). CFWAX initial investment is less costly to investors than RYBMX (5%) vs RYBMX (5%). CFWAX has a lower initial minimum investment than RYBMX: CFWAX (1000) vs RYBMX (2500). CFWAX annual gain was more profitable for investors over the last year : 3.54 vs. RYBMX (-0.73). CFWAX return over 5 years is better than : 46.53 vs. RYBMX (42.93).
CFWAXRYBMXCFWAX / RYBMX
Total Expense Ratio1.241.6575%
Annual Report Gross Expense Ratio1.291.6877%
Fund Existence17 years21 years-
Gain YTD14.18416.63985%
Front Load5%5%111%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets549M24.3M2,259%
Annual Yield % from dividends1.470.053,072%
Returns for 1 year3.54-0.73-485%
Returns for 3 years19.634.92399%
Returns for 5 years46.5342.93108%
Returns for 10 years100.5290.36111%
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