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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$30.08
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets546.26M
Rydex Basic Materials A
Price$76.26
Change+$0.48 (+0.63%)
VolumeN/A
Net Assets25.9M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Jul 27, 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 StrongBuy and RYBMX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 546M vs. RYBMX (25.9M). 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 : 3.08 vs. RYBMX (-1.84). CFWAX return over 5 years is better than : 52.16 vs. RYBMX (45.90).
| CFWAX | RYBMX | CFWAX / RYBMX | |
| Total Expense Ratio | 1.24 | 1.65 | 75% |
| Annual Report Gross Expense Ratio | 1.29 | 1.68 | 77% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 12.575 | 16.091 | 78% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 25.9M | 2,108% |
| Annual Yield % from dividends | 1.47 | 0.05 | 3,065% |
| Returns for 1 year | 3.08 | -1.84 | -167% |
| Returns for 3 years | 26.82 | 14.92 | 180% |
| Returns for 5 years | 52.16 | 45.90 | 114% |
| Returns for 10 years | 97.81 | 91.60 | 107% |
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