MBXIX has more cash in the bank: 10.7B vs. CDJAX (2.28B). CDJAX pays higher dividends than MBXIX: CDJAX (1.34) 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 : 17.20 vs. CDJAX (11.85). CDJAX (38.06) and MBXIX (36.88) 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	10.868	13.898	78%
Front Load	4%	N/A	-
Min. Initial Investment	250	2500	10%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	2.28B	10.7B	21%
Annual Yield % from dividends	1.34	0.00	-
Returns for 1 year	11.85	17.20	69%
Returns for 3 years	53.92	31.07	174%
Returns for 5 years	38.06	36.88	103%
Returns for 10 years	N/A	93.92	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

STOCK / NAME	Price $	Chg $	Chg %
		1 Day
MIR	15.89	0.29	+1.86%
Mirion Technologies
DTE	140.84	1.31	+0.94%
DTE Energy Company
GSM	4.39	0.01	+0.23%
Ferroglobe PLC
EMPG	17.36	N/A	N/A
Empro Group Inc
CUPR	3.01	-0.09	-2.90%
Cuprina Holdings (Cayman) Limited