AVGCX
Price
$12.39
Change
+$0.02 (+0.16%)
Updated
Jan 17 closing price
Net Assets
85.27M
MBXIX
Price
$40.35
Change
+$0.11 (+0.27%)
Updated
Jan 17 closing price
Net Assets
8.49B
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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$12.39
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets85.27M
Catalyst/Millburn Hedge Strategy I
Price$40.35
Change+$0.11 (+0.27%)
VolumeN/A
Net Assets8.49B
AVGCX vs MBXIX Comparison Chart
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AVGCX vs. MBXIX commentary
Jan 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.49B vs. AVGCX (85.3M). AVGCX pays higher dividends than MBXIX: AVGCX (3.55) vs MBXIX (1.66). AVGCX was incepted earlier than MBXIX: AVGCX (19 years) vs MBXIX (9 years). 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 : 14.16 vs. AVGCX (7.27). MBXIX return over 5 years is better than : 37.95 vs. AVGCX (-7.55).
AVGCXMBXIXAVGCX / MBXIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years9 years-
Gain YTD-0.8803.941-22%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets85.3M8.49B1%
Annual Yield % from dividends3.551.66213%
Returns for 1 year7.2714.1651%
Returns for 3 years2.7023.1912%
Returns for 5 years-7.5537.95-20%
Returns for 10 years-6.20N/A-
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