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CDJAX vs MBXIX
CDJAX vs MBXIX Comparison
Open Charts CDJAX vs MBXIX
CDJAX vs MBXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 10.5B vs. CDJAX (2.29B). CDJAX pays higher dividends than MBXIX: CDJAX (1.32) vs MBXIX (0.00). CDJAX was incepted earlier than MBXIX: CDJAX (5 years) vs MBXIX (11 years). MBXIX (2.00) is less costly to investors than CDJAX (0.77). MBXIX is a more actively managed with annual turnover of: 19.00 vs. CDJAX (4.00). CDJAX has a lower initial minimum investment than MBXIX: CDJAX (250) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 15.88 vs. CDJAX (9.70). MBXIX return over 5 years is better than : 39.44 vs. CDJAX (35.84).
| CDJAX | MBXIX | CDJAX / MBXIX | |
| Total Expense Ratio | 0.77 | 2.00 | 39% |
| Annual Report Gross Expense Ratio | 0.77 | 2.00 | 39% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 6.959 | 14.021 | 50% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 10.5B | 22% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 9.70 | 15.88 | 61% |
| Returns for 3 years | 44.86 | 35.49 | 126% |
| Returns for 5 years | 35.84 | 39.44 | 91% |
| Returns for 10 years | N/A | 93.93 | - |
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