Interact to see
Advertisement
Advertisement
CTAEX vs MBXAX
CTAEX vs MBXAX Comparison
Open Charts CTAEX vs MBXAX
American Funds College 2039 529-E
Price$12.52
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets1.63B
Catalyst/Millburn Hedge Strategy A
Price$39.37
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets8.34B
CTAEX vs MBXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.34B vs. CTAEX (1.63B). MBXAX pays higher dividends than CTAEX: MBXAX (1.65) vs CTAEX (0.98). CTAEX was incepted earlier than MBXAX: CTAEX (4 years) vs MBXAX (10 years). MBXAX (2.28) is less costly to investors than CTAEX (1.01). CTAEX has a lower initial minimum investment than MBXAX: CTAEX (250) vs MBXAX (2500). CTAEX annual gain was more profitable for investors over the last year : 12.71 vs. MBXAX (0.33).
| CTAEX | MBXAX | CTAEX / MBXAX | |
| Total Expense Ratio | 1.01 | 2.28 | 44% |
| Annual Report Gross Expense Ratio | 1.01 | 2.28 | 44% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 10.439 | 2.154 | 485% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 8.34B | 20% |
| Annual Yield % from dividends | 0.98 | 1.65 | 59% |
| Returns for 1 year | 12.71 | 0.33 | 3,891% |
| Returns for 3 years | 50.98 | 12.47 | 409% |
| Returns for 5 years | N/A | 58.76 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement