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CTAEX vs MBXIX
CTAEX vs MBXIX Comparison
Open Charts CTAEX vs MBXIX
American Funds College 2039 529-E
Price$12.67
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.67B
Catalyst/Millburn Hedge Strategy I
Price$39.89
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets8.34B
CTAEX vs MBXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.34B vs. CTAEX (1.67B). MBXIX pays higher dividends than CTAEX: MBXIX (1.85) vs CTAEX (0.98). CTAEX was incepted earlier than MBXIX: CTAEX (4 years) vs MBXIX (10 years). MBXIX (2.03) is less costly to investors than CTAEX (1.01). 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 : 14.23 vs. MBXIX (2.55).
| CTAEX | MBXIX | CTAEX / MBXIX | |
| Total Expense Ratio | 1.01 | 2.03 | 50% |
| Annual Report Gross Expense Ratio | 1.01 | 2.03 | 50% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 11.140 | 2.756 | 404% |
| Front Load | N/A | N/A | - |
| 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 | 1.85 | 53% |
| Returns for 1 year | 14.23 | 2.55 | 559% |
| Returns for 3 years | 43.73 | 16.96 | 258% |
| Returns for 5 years | N/A | 54.57 | - |
| Returns for 10 years | N/A | N/A | - |
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