CFWAX
Price
$30.08
Change
+$0.07 (+0.23%)
Updated
Jul 25 closing price
Net Assets
546.26M
RYBMX
Price
$76.26
Change
+$0.48 (+0.63%)
Updated
Jul 25 closing price
Net Assets
25.9M
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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$30.08
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.

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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).
CFWAXRYBMXCFWAX / RYBMX
Total Expense Ratio1.241.6575%
Annual Report Gross Expense Ratio1.291.6877%
Fund Existence17 years21 years-
Gain YTD12.57516.09178%
Front Load5%5%111%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets546M25.9M2,108%
Annual Yield % from dividends1.470.053,065%
Returns for 1 year3.08-1.84-167%
Returns for 3 years26.8214.92180%
Returns for 5 years52.1645.90114%
Returns for 10 years97.8191.60107%
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