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CTAEX vs MBXCX
CTAEX vs MBXCX Comparison
Open Charts CTAEX vs MBXCX
American Funds College 2039 529-E
Price$12.48
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.62B
Catalyst/Millburn Hedge Strategy C
Price$37.66
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets8.24B
CTAEX vs MBXCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.24B vs. CTAEX (1.62B). 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 : 13.09 vs. MBXCX (-3.41).
| 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 | 9.737 | 0.027 | 36,515% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 8.24B | 20% |
| Annual Yield % from dividends | 0.98 | 0.94 | 104% |
| Returns for 1 year | 13.09 | -3.41 | -384% |
| Returns for 3 years | 50.02 | 7.96 | 629% |
| Returns for 5 years | N/A | 50.09 | - |
| Returns for 10 years | N/A | N/A | - |
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