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CTAEX vs MBXFX
CTAEX vs MBXFX Comparison
Open Charts CTAEX vs MBXFX
American Funds College 2039 529-E
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets1.73B
Catalyst/Millburn Hedge Strategy C-1
Price$37.67
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets8.27B
CTAEX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.27B vs. CTAEX (1.73B). MBXFX pays higher dividends than CTAEX: MBXFX (1.12) vs CTAEX (0.95). 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 : 15.72 vs. MBXFX (6.25).
| 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 | 13.596 | 1.291 | 1,053% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 8.27B | 21% |
| Annual Yield % from dividends | 0.95 | 1.12 | 85% |
| Returns for 1 year | 15.72 | 6.25 | 252% |
| Returns for 3 years | 54.58 | 10.51 | 519% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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