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CTAEX vs MBXFX
CTAEX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.31B vs. CTAEX (1.86B). MBXFX pays higher dividends than CTAEX: MBXFX (1.10) vs CTAEX (0.91). CTAEX was incepted earlier than MBXFX: CTAEX (5 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than CTAEX (1.01). CTAEX has a lower initial minimum investment than MBXFX: CTAEX (250) vs MBXFX (2500). CTAEX annual gain was more profitable for investors over the last year : 12.42 vs. MBXFX (0.38).
| CTAEX | MBXFX | CTAEX / MBXFX | |
| Total Expense Ratio | 1.01 | 3.03 | 33% |
| Annual Report Gross Expense Ratio | 1.01 | 3.03 | 33% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 17.281 | 3.038 | 569% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 8.31B | 22% |
| Annual Yield % from dividends | 0.91 | 1.10 | 83% |
| Returns for 1 year | 12.42 | 0.38 | 3,268% |
| Returns for 3 years | 51.34 | 10.91 | 471% |
| Returns for 5 years | N/A | 39.30 | - |
| Returns for 10 years | N/A | N/A | - |
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