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CTAEX vs MBXAX
CTAEX vs MBXAX Comparison
Open Charts CTAEX vs MBXAX
American Funds College 2039 529-E
Price$12.71
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets1.67B
Catalyst/Millburn Hedge Strategy A
Price$39.35
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets8.33B
CTAEX vs MBXAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.33B vs. CTAEX (1.67B). MBXAX pays higher dividends than CTAEX: MBXAX (1.65) vs CTAEX (0.98). CTAEX was incepted earlier than MBXAX: CTAEX (4 years) vs MBXAX (10 years). MBXAX (2.28) is less costly to investors than CTAEX (1.01). CTAEX has a lower initial minimum investment than MBXAX: CTAEX (250) vs MBXAX (2500). CTAEX annual gain was more profitable for investors over the last year : 15.06 vs. MBXAX (1.68).
| CTAEX | MBXAX | CTAEX / MBXAX | |
| Total Expense Ratio | 1.01 | 2.28 | 44% |
| Annual Report Gross Expense Ratio | 1.01 | 2.28 | 44% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 11.842 | 2.102 | 563% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 8.33B | 20% |
| Annual Yield % from dividends | 0.98 | 1.65 | 59% |
| Returns for 1 year | 15.06 | 1.68 | 897% |
| Returns for 3 years | 44.64 | 15.46 | 289% |
| Returns for 5 years | N/A | 51.25 | - |
| Returns for 10 years | N/A | N/A | - |
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