CTAEX
Price
$12.48
Change
-$0.03 (-0.24%)
Updated
Jul 1 closing price
Net Assets
1.62B
MBXCX
Price
$37.66
Change
+$0.14 (+0.37%)
Updated
Jul 1 closing price
Net Assets
8.24B
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CTAEX vs MBXCX

Header iconCTAEX vs MBXCX Comparison
Open Charts CTAEX vs MBXCXBanner chart's image
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).
CTAEXMBXCXCTAEX / MBXCX
Total Expense Ratio1.013.0333%
Annual Report Gross Expense Ratio1.013.0333%
Fund Existence4 years10 years-
Gain YTD9.7370.02736,515%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets1.62B8.24B20%
Annual Yield % from dividends0.980.94104%
Returns for 1 year13.09-3.41-384%
Returns for 3 years50.027.96629%
Returns for 5 yearsN/A50.09-
Returns for 10 yearsN/AN/A-
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