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CTAEX vs MBXAX
CTAEX vs MBXAX Comparison
Open Charts CTAEX vs MBXAX
American Funds College 2039 529-E
Price$12.67
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.67B
Catalyst/Millburn Hedge Strategy A
Price$39.54
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets8.34B
CTAEX vs MBXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.34B vs. CTAEX (1.67B). 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 : 14.23 vs. MBXAX (2.27).
| 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 | 11.140 | 2.621 | 425% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 8.34B | 20% |
| Annual Yield % from dividends | 0.98 | 1.65 | 59% |
| Returns for 1 year | 14.23 | 2.27 | 626% |
| Returns for 3 years | 43.73 | 16.05 | 272% |
| Returns for 5 years | N/A | 52.59 | - |
| Returns for 10 years | N/A | N/A | - |
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