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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$30.39
Change+$0.29 (+0.96%)
VolumeN/A
Net Assets549.11M
Rydex Basic Materials A
Price$80.08
Change+$1.35 (+1.71%)
VolumeN/A
Net Assets25.31M
CFWAX vs RYBMX Comparison Chart in %
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CFWAX vs. RYBMX commentary
Sep 08, 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 Buy and RYBMX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 549M vs. RYBMX (25.3M). 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). RYBMX annual gain was more profitable for investors over the last year : 4.85 vs. CFWAX (3.25). CFWAX (49.04) and RYBMX (46.66) 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 | 14.970 | 21.906 | 68% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 25.3M | 2,170% |
| Annual Yield % from dividends | 1.42 | 0.04 | 3,220% |
| Returns for 1 year | 3.25 | 4.85 | 67% |
| Returns for 3 years | 33.26 | 20.71 | 161% |
| Returns for 5 years | 49.04 | 46.66 | 105% |
| Returns for 10 years | 112.94 | 111.68 | 101% |
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