AVGCX
Price
$12.50
Change
-$0.01 (-0.08%)
Updated
Jul 7 closing price
Net Assets
77.64M
MBXAX
Price
$39.36
Change
+$0.22 (+0.56%)
Updated
Jul 3 closing price
Net Assets
8.34B
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AVGCX vs MBXAX

Header iconAVGCX vs MBXAX Comparison
Open Charts AVGCX vs MBXAXBanner chart's image
BNY Mellon Dynamic Total Return Fund C
Price$12.50
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets77.64M
Catalyst/Millburn Hedge Strategy A
Price$39.36
Change+$0.22 (+0.56%)
VolumeN/A
Net Assets8.34B
AVGCX vs MBXAX Comparison Chart in %
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AVGCX vs. MBXAX 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 AVGCX is a Hold and MBXAX is a Buy.

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FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.34B vs. AVGCX (77.6M). AVGCX pays higher dividends than MBXAX: AVGCX (9.13) vs MBXAX (1.65). AVGCX was incepted earlier than MBXAX: AVGCX (19 years) vs MBXAX (10 years). AVGCX (2.90) is less costly to investors than MBXAX (2.28). MBXAX is a more actively managed with annual turnover of: 48.00 vs. AVGCX (4.30). AVGCX has a lower initial minimum investment than MBXAX: AVGCX (1000) vs MBXAX (2500). MBXAX annual gain was more profitable for investors over the last year : 0.33 vs. AVGCX (-0.32). MBXAX return over 5 years is better than : 58.76 vs. AVGCX (-2.70).
AVGCXMBXAXAVGCX / MBXAX
Total Expense Ratio2.152.2894%
Annual Report Gross Expense Ratio2.902.28127%
Fund Existence19 years10 years-
Gain YTD0.0002.154-
Front LoadN/A6%-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets77.6M8.34B1%
Annual Yield % from dividends9.131.65553%
Returns for 1 year-0.320.33-98%
Returns for 3 years19.9612.47160%
Returns for 5 years-2.7058.76-5%
Returns for 10 years-6.66N/A-
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