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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$29.98
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets546.26M
Rydex Basic Materials A
Price$75.08
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets26.65M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Jul 05, 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.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 546M vs. RYBMX (26.6M). 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: 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 : 6.88 vs. RYBMX (-1.18). CFWAX return over 5 years is better than : 57.94 vs. RYBMX (53.64).
| 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 | 12.201 | 14.294 | 85% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 546M | 26.6M | 2,053% |
| Annual Yield % from dividends | 1.47 | 0.05 | 3,065% |
| Returns for 1 year | 6.88 | -1.18 | -585% |
| Returns for 3 years | 31.09 | 15.13 | 205% |
| Returns for 5 years | 57.94 | 53.64 | 108% |
| Returns for 10 years | 90.08 | 75.92 | 119% |
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