MBXIX
Price
$40.82
Change
+$0.13 (+0.32%)
Updated
Dec 23 closing price
Net Assets
8.47B
RHSAX
Price
$8.76
Change
-$0.01 (-0.11%)
Updated
Dec 23 closing price
Net Assets
10.2M
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MBXIX vs RHSAX

Header iconMBXIX vs RHSAX Comparison
Open Charts MBXIX vs RHSAXBanner chart's image
Catalyst/Millburn Hedge Strategy I
Price$40.82
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets8.47B
Rational Strategic Allocation A
Price$8.76
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets10.2M
MBXIX vs RHSAX Comparison Chart in %
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MBXIX vs. RHSAX commentary
Dec 26, 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 MBXIX is a StrongBuy and RHSAX is a Hold.

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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.47B vs. RHSAX (10.2M). RHSAX pays higher dividends than MBXIX: RHSAX (6.60) vs MBXIX (1.79). MBXIX was incepted earlier than RHSAX: MBXIX (10 years) vs RHSAX (16 years). RHSAX (3.27) is less costly to investors than MBXIX (2.00). RHSAX is a more actively managed with annual turnover of: 28.00 vs. MBXIX (19.00). RHSAX has a lower initial minimum investment than MBXIX: RHSAX (1000) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 4.19 vs. RHSAX (-0.24). MBXIX return over 5 years is better than : 44.49 vs. RHSAX (20.88).
MBXIXRHSAXMBXIX / RHSAX
Total Expense Ratio2.002.1693%
Annual Report Gross Expense Ratio2.003.2761%
Fund Existence10 years16 years-
Gain YTD5.1524.119125%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets8.47B10.2M83,039%
Annual Yield % from dividends1.796.6027%
Returns for 1 year4.19-0.24-1,745%
Returns for 3 years18.2346.7139%
Returns for 5 years44.4920.88213%
Returns for 10 yearsN/A14.20-
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