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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$25.72
Change+$1.45 (+5.97%)
VolumeN/A
Net Assets513.35M
Rydex Basic Materials A
Price$64.73
Change+$5.43 (+9.16%)
VolumeN/A
Net Assets21.73M
CFWAX vs RYBMX Comparison Chart
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CFWAX vs. RYBMX commentary
Apr 11, 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 Hold and RYBMX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 513M vs. RYBMX (21.7M). CFWAX pays higher dividends than RYBMX: CFWAX (1.60) 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: 49.00 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 : -14.44 vs. RYBMX (-26.13). CFWAX (40.65) and RYBMX (39.37) have equivalent 5 years return.
| 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 | -9.169 | -9.728 | 94% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 21.7M | 2,364% |
| Annual Yield % from dividends | 1.60 | 0.05 | 3,197% |
| Returns for 1 year | -14.44 | -26.13 | 55% |
| Returns for 3 years | -7.29 | -24.90 | 29% |
| Returns for 5 years | 40.65 | 39.37 | 103% |
| Returns for 10 years | 46.96 | 31.74 | 148% |
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