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CTAEX vs MBXFX
CTAEX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.19B vs. CTAEX (1.8B). MBXFX pays higher dividends than CTAEX: MBXFX (1.11) vs CTAEX (0.92). CTAEX was incepted earlier than MBXFX: CTAEX (5 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 : 12.42 vs. MBXFX (-0.64).
| CTAEX | MBXFX | CTAEX / MBXFX | |
| Total Expense Ratio | 1.01 | 3.03 | 33% |
| Annual Report Gross Expense Ratio | 1.01 | 3.03 | 33% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 14.649 | 0.538 | 2,724% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 8.19B | 22% |
| Annual Yield % from dividends | 0.92 | 1.11 | 83% |
| Returns for 1 year | 12.42 | -0.64 | -1,940% |
| Returns for 3 years | 52.82 | 8.07 | 654% |
| Returns for 5 years | N/A | 38.36 | - |
| Returns for 10 years | N/A | N/A | - |
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