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CFWAX vs RYBMX
CFWAX vs RYBMX Comparison
Open Charts CFWAX vs RYBMX
Calvert Global Water A
Price$28.32
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets522.42M
Rydex Basic Materials A
Price$69.35
Change-$0.25 (-0.36%)
VolumeN/A
Net Assets23.07M
CFWAX vs RYBMX Comparison Chart
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CFWAX vs. RYBMX commentary
May 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 Buy and RYBMX is a Buy.
FUNDAMENTALS
Fundamentals
CFWAX has more cash in the bank: 522M vs. RYBMX (23.1M). CFWAX pays higher dividends than RYBMX: CFWAX (1.56) 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 : -3.56 vs. RYBMX (-13.43). CFWAX return over 5 years is better than : 60.87 vs. RYBMX (55.68).
| 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 | 6.287 | 6.987 | 90% |
| Front Load | 5% | 5% | 111% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 522M | 23.1M | 2,260% |
| Annual Yield % from dividends | 1.56 | 0.05 | 3,081% |
| Returns for 1 year | -3.56 | -13.43 | 26% |
| Returns for 3 years | 17.49 | -3.45 | -508% |
| Returns for 5 years | 60.87 | 55.68 | 109% |
| Returns for 10 years | 68.38 | 52.79 | 130% |
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