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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$27.15
Change-$0.30 (-1.09%)
VolumeN/A
Net Assets531.44M
Rydex Basic Materials A
Price$69.27
Change-$1.65 (-2.33%)
VolumeN/A
Net Assets24.06M
CFWAX vs RYBMX Comparison Chart
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CFWAX vs. RYBMX commentary
Feb 23, 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: 531M vs. RYBMX (24.1M). 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 : -1.94 vs. RYBMX (-4.79). RYBMX return over 5 years is better than : 34.81 vs. CFWAX (25.59).
| 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 | 1.609 | 5.450 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 24.1M | 2,203% |
| Annual Yield % from dividends | 1.15 | 2.21 | 52% |
| Returns for 1 year | -1.94 | -4.79 | 40% |
| Returns for 3 years | 2.54 | -5.54 | -46% |
| Returns for 5 years | 25.59 | 34.81 | 74% |
| Returns for 10 years | 66.08 | 47.55 | 139% |
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