AVGCX
Price
$12.50
Change
-$0.01 (-0.08%)
Updated
Jul 7 closing price
Net Assets
77.64M
MBXIX
Price
$39.70
Change
+$0.22 (+0.56%)
Updated
Jul 3 closing price
Net Assets
8.34B
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AVGCX vs MBXIX

Header iconAVGCX vs MBXIX Comparison
Open Charts AVGCX vs MBXIXBanner 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 I
Price$39.70
Change+$0.22 (+0.56%)
VolumeN/A
Net Assets8.34B
AVGCX vs MBXIX Comparison Chart in %
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AVGCX 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 AVGCX is a Hold and MBXIX is a Buy.

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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.34B vs. AVGCX (77.6M). AVGCX pays higher dividends than MBXIX: AVGCX (9.13) vs MBXIX (1.85). AVGCX was incepted earlier than MBXIX: AVGCX (19 years) vs MBXIX (10 years). AVGCX (2.90) is less costly to investors than MBXIX (2.03). MBXIX is a more actively managed with annual turnover of: 48.00 vs. AVGCX (4.30). AVGCX has a lower initial minimum investment than MBXIX: AVGCX (1000) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 0.56 vs. AVGCX (-0.32). MBXIX return over 5 years is better than : 60.80 vs. AVGCX (-2.70).
AVGCXMBXIXAVGCX / MBXIX
Total Expense Ratio2.152.03106%
Annual Report Gross Expense Ratio2.902.03143%
Fund Existence19 years10 years-
Gain YTD0.0002.267-
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets77.6M8.34B1%
Annual Yield % from dividends9.131.85493%
Returns for 1 year-0.320.56-57%
Returns for 3 years19.9613.35149%
Returns for 5 years-2.7060.80-4%
Returns for 10 years-6.66N/A-
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