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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$29.69
Change-$0.13 (-0.44%)
VolumeN/A
Net Assets559.91M
Rydex Basic Materials A
Price$79.54
Change+$0.32 (+0.40%)
VolumeN/A
Net Assets26.01M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 560M vs. RYBMX (26M). CFWAX pays higher dividends than RYBMX: CFWAX (1.42) vs RYBMX (0.04). CFWAX was incepted earlier than RYBMX: CFWAX (17 years) vs RYBMX (21 years). RYBMX (1.69) 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 : -0.17 vs. RYBMX (-1.53). RYBMX return over 5 years is better than : 32.49 vs. CFWAX (30.88).
| CFWAX | RYBMX | CFWAX / RYBMX | |
| Total Expense Ratio | 1.24 | 1.64 | 76% |
| Annual Report Gross Expense Ratio | 1.29 | 1.69 | 76% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 11.602 | 20.597 | 56% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 26M | 2,154% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,224% |
| Returns for 1 year | -0.17 | -1.53 | 11% |
| Returns for 3 years | 22.73 | 13.01 | 175% |
| Returns for 5 years | 30.88 | 32.49 | 95% |
| Returns for 10 years | 100.01 | 113.40 | 88% |
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