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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: 10.6B vs. CDJAX (2.26B). 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 : 20.35 vs. CDJAX (13.16). CDJAX (38.62) and MBXIX (38.51) have equivalent 5 years return.
| 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 | 9.461 | 15.922 | 59% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 10.6B | 21% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 13.16 | 20.35 | 65% |
| Returns for 3 years | 51.33 | 37.28 | 138% |
| Returns for 5 years | 38.62 | 38.51 | 100% |
| Returns for 10 years | N/A | 99.84 | - |