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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$29.25
Change-$0.92 (-3.05%)
VolumeN/A
CapitalizationN/A
Rydex Basic Materials A
Price$66.20
Change-$2.35 (-3.43%)
VolumeN/A
CapitalizationN/A
CFWAX vs RYBMX Comparison Chart
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CFWAX vs. RYBMX commentary
Dec 19, 2024
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 RYBMX is a StrongSell.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 578M vs. RYBMX (24.2M). RYBMX pays higher dividends than CFWAX: RYBMX (2.21) vs CFWAX (1.15). CFWAX was incepted earlier than RYBMX: CFWAX (16 years) vs RYBMX (20 years). RYBMX is a more actively managed with annual turnover of: 126.00 vs. CFWAX (30.00). 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 : 8.36 vs. RYBMX (-7.62). CFWAX return over 5 years is better than : 41.84 vs. RYBMX (30.54).
| CFWAX | RYBMX | CFWAX / RYBMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 20 years | - |
| Gain YTD | 7.405 | -8.944 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 24.2M | 2,388% |
| Annual Yield % from dividends | 1.15 | 2.21 | 52% |
| Returns for 1 year | 8.36 | -7.62 | -110% |
| Returns for 3 years | 3.62 | -6.38 | -57% |
| Returns for 5 years | 41.84 | 30.54 | 137% |
| Returns for 10 years | 83.10 | 55.54 | 150% |
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