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CDJAX vs MBXIX
CDJAX vs MBXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.76B vs. CDJAX (1.92B). CDJAX pays higher dividends than MBXIX: CDJAX (1.41) vs MBXIX (0.00). CDJAX was incepted earlier than MBXIX: CDJAX (5 years) vs MBXIX (10 years). MBXIX (2.00) is less costly to investors than CDJAX (0.77). MBXIX is a more actively managed with annual turnover of: 19.00 vs. CDJAX (4.00). CDJAX has a lower initial minimum investment than MBXIX: CDJAX (250) vs MBXIX (2500). CDJAX annual gain was more profitable for investors over the last year : 11.55 vs. MBXIX (7.26).
| CDJAX | MBXIX | CDJAX / MBXIX | |
| Total Expense Ratio | 0.77 | 2.00 | 39% |
| Annual Report Gross Expense Ratio | 0.77 | 2.00 | 39% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 1.798 | 4.271 | 42% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 8.76B | 22% |
| Annual Yield % from dividends | 1.41 | 0.00 | 586,100% |
| Returns for 1 year | 11.55 | 7.26 | 159% |
| Returns for 3 years | 47.33 | 21.70 | 218% |
| Returns for 5 years | N/A | 41.40 | - |
| Returns for 10 years | N/A | 110.28 | - |
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