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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$31.00
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets566.45M
Rydex Basic Materials A
Price$82.17
Change-$1.81 (-2.16%)
VolumeN/A
Net Assets26.09M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Oct 19, 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: 566M vs. RYBMX (26.1M). CFWAX pays higher dividends than RYBMX: CFWAX (1.41) 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 : -0.04 vs. RYBMX (-1.71). RYBMX (44.35) and CFWAX (43.59) have equivalent 5 years return.
| 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 | 16.018 | 25.088 | 64% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 566M | 26.1M | 2,169% |
| Annual Yield % from dividends | 1.41 | 0.04 | 3,307% |
| Returns for 1 year | -0.04 | -1.71 | 2% |
| Returns for 3 years | 40.65 | 29.09 | 140% |
| Returns for 5 years | 43.59 | 44.35 | 98% |
| Returns for 10 years | 109.10 | 113.58 | 96% |
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