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CTAEX vs MBXFX
CTAEX vs MBXFX Comparison
Open Charts CTAEX vs MBXFX
American Funds College 2039 529-E
Price$12.51
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.61B
Catalyst/Millburn Hedge Strategy C-1
Price$37.20
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets8.18B
CTAEX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.18B vs. CTAEX (1.61B). MBXFX pays higher dividends than CTAEX: MBXFX (1.17) vs CTAEX (1.03). CTAEX was incepted earlier than MBXFX: CTAEX (4 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than CTAEX (1.01). CTAEX has a lower initial minimum investment than MBXFX: CTAEX (250) vs MBXFX (2500). CTAEX annual gain was more profitable for investors over the last year : 12.74 vs. MBXFX (-2.18).
| CTAEX | MBXFX | CTAEX / MBXFX | |
| Total Expense Ratio | 1.01 | 3.03 | 33% |
| Annual Report Gross Expense Ratio | 1.01 | 3.03 | 33% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 9.298 | -0.269 | -3,458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.18B | 20% |
| Annual Yield % from dividends | 1.03 | 1.17 | 88% |
| Returns for 1 year | 12.74 | -2.18 | -584% |
| Returns for 3 years | 49.42 | 7.61 | 649% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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