MBXAX
Price
$39.37
Change
+$0.01 (+0.03%)
Updated
Jul 7 closing price
Net Assets
8.34B
MBXIX
Price
$39.72
Change
+$0.02 (+0.05%)
Updated
Jul 7 closing price
Net Assets
8.34B
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MBXAX vs MBXIX

Header iconMBXAX vs MBXIX Comparison
Open Charts MBXAX vs MBXIXBanner chart's image
Catalyst/Millburn Hedge Strategy A
Price$39.37
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets8.34B
Catalyst/Millburn Hedge Strategy I
Price$39.72
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets8.34B
MBXAX vs MBXIX Comparison Chart in %
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MBXAX vs. MBXIX commentary
Jul 08, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MBXAX is a Buy and MBXIX is a Buy.

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FUNDAMENTALS
Fundamentals
MBXAX (8.34B) and MBXIX (8.34B) have equal amount of cash in the bank . MBXIX pays higher dividends than MBXAX: MBXIX (1.85) vs MBXAX (1.65). MBXAX was incepted earlier than MBXIX: MBXAX (10 years) vs MBXIX (10 years). MBXAX (2.28) is less costly to investors than MBXIX (2.03). MBXAX (48.00) and MBXIX (48.00) have comparable annual turnover. MBXAX (2500) and MBXIX (2500) have matching initial minimum investment requirements. MBXIX annual gain was more profitable for investors over the last year : 0.56 vs. MBXAX (0.33). MBXIX (60.80) and MBXAX (58.76) have equivalent 5 years return.
MBXAXMBXIXMBXAX / MBXIX
Total Expense Ratio2.282.03112%
Annual Report Gross Expense Ratio2.282.03112%
Fund Existence10 years10 years-
Gain YTD2.1542.26795%
Front Load6%N/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets8.34B8.34B100%
Annual Yield % from dividends1.651.8589%
Returns for 1 year0.330.5658%
Returns for 3 years12.4713.3593%
Returns for 5 years58.7660.8097%
Returns for 10 yearsN/AN/A-
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