Interact to see
Advertisement
Advertisement
CTAEX vs MBXFX
CTAEX vs MBXFX Comparison
Open Charts CTAEX vs MBXFX
American Funds College 2039 529-E
Price$13.31
Change+$0.12 (+0.91%)
VolumeN/A
Net Assets1.79B
Catalyst/Millburn Hedge Strategy C-1
Price$38.67
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets8.45B
CTAEX vs MBXFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.45B vs. CTAEX (1.79B). MBXFX pays higher dividends than CTAEX: MBXFX (1.12) vs CTAEX (0.93). 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 : 13.04 vs. MBXFX (4.69).
| 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 | 16.754 | 3.980 | 421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 8.45B | 21% |
| Annual Yield % from dividends | 0.93 | 1.12 | 84% |
| Returns for 1 year | 13.04 | 4.69 | 278% |
| Returns for 3 years | 65.80 | 4.85 | 1,355% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers