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CTAEX vs MBXIX
CTAEX vs MBXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.76B vs. CTAEX (1.92B). CTAEX pays higher dividends than MBXIX: CTAEX (1.23) vs MBXIX (0.00). CTAEX was incepted earlier than MBXIX: CTAEX (5 years) vs MBXIX (10 years). MBXIX (2.00) is less costly to investors than CTAEX (0.99). MBXIX is a more actively managed with annual turnover of: 19.00 vs. CTAEX (4.00). CTAEX has a lower initial minimum investment than MBXIX: CTAEX (250) vs MBXIX (2500). CTAEX annual gain was more profitable for investors over the last year : 11.20 vs. MBXIX (7.26).
| CTAEX | MBXIX | CTAEX / MBXIX | |
| Total Expense Ratio | 0.99 | 2.00 | 50% |
| Annual Report Gross Expense Ratio | 0.99 | 2.00 | 50% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 1.644 | 4.271 | 39% |
| Front Load | N/A | 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 | 1.23 | 0.00 | 513,279% |
| Returns for 1 year | 11.20 | 7.26 | 154% |
| Returns for 3 years | 46.40 | 21.70 | 214% |
| Returns for 5 years | N/A | 41.40 | - |
| Returns for 10 years | N/A | 110.28 | - |
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