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CTAEX vs MBXCX
CTAEX vs MBXCX Comparison
Open Charts CTAEX vs MBXCX
American Funds College 2039 529-E
Price$12.66
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.66B
Catalyst/Millburn Hedge Strategy C
Price$38.26
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets8.37B
CTAEX vs MBXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.37B vs. CTAEX (1.66B). CTAEX (0.98) and MBXCX (0.94) have matching dividends . CTAEX was incepted earlier than MBXCX: CTAEX (4 years) vs MBXCX (10 years). MBXCX (3.03) is less costly to investors than CTAEX (1.01). CTAEX has a lower initial minimum investment than MBXCX: CTAEX (250) vs MBXCX (2500). CTAEX annual gain was more profitable for investors over the last year : 14.35 vs. MBXCX (1.80).
| CTAEX | MBXCX | CTAEX / MBXCX | |
| Total Expense Ratio | 1.01 | 3.03 | 33% |
| Annual Report Gross Expense Ratio | 1.01 | 3.03 | 33% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 11.053 | 2.186 | 506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 8.37B | 20% |
| Annual Yield % from dividends | 0.98 | 0.94 | 104% |
| Returns for 1 year | 14.35 | 1.80 | 799% |
| Returns for 3 years | 43.62 | 13.33 | 327% |
| Returns for 5 years | N/A | 47.09 | - |
| Returns for 10 years | N/A | N/A | - |
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