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CTAEX vs MBXIX
CTAEX vs MBXIX Comparison
Open Charts CTAEX vs MBXIX
American Funds College 2039 529-E
Price$12.52
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets1.63B
Catalyst/Millburn Hedge Strategy I
Price$39.72
Change+$0.02 (+0.05%)
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 (1.63B). 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 : 12.71 vs. MBXIX (0.56).
| 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 | 10.439 | 2.267 | 460% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 8.34B | 20% |
| Annual Yield % from dividends | 0.98 | 1.85 | 53% |
| Returns for 1 year | 12.71 | 0.56 | 2,269% |
| Returns for 3 years | 50.98 | 13.35 | 382% |
| Returns for 5 years | N/A | 60.80 | - |
| Returns for 10 years | N/A | N/A | - |
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