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CTDFX vs MBXFX
CTDFX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.79B vs. CTDFX (1.92B). CTDFX pays higher dividends than MBXFX: CTDFX (1.57) vs MBXFX (0.00). CTDFX was incepted earlier than MBXFX: CTDFX (5 years) vs MBXFX (5 years). MBXFX (3.00) is less costly to investors than CTDFX (0.80). MBXFX is a more actively managed with annual turnover of: 19.00 vs. CTDFX (4.00). CTDFX has a lower initial minimum investment than MBXFX: CTDFX (250) vs MBXFX (2500). CTDFX annual gain was more profitable for investors over the last year : 12.86 vs. MBXFX (5.40).
| CTDFX | MBXFX | CTDFX / MBXFX | |
| Total Expense Ratio | 0.80 | 3.00 | 27% |
| Annual Report Gross Expense Ratio | 0.80 | 3.00 | 27% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 2.019 | 3.591 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 8.79B | 22% |
| Annual Yield % from dividends | 1.57 | 0.00 | - |
| Returns for 1 year | 12.86 | 5.40 | 238% |
| Returns for 3 years | 48.78 | 17.42 | 280% |
| Returns for 5 years | N/A | 35.18 | - |
| Returns for 10 years | N/A | N/A | - |
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