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CTAEX vs MBXFX
CTAEX vs MBXFX Comparison
Open Charts CTAEX vs MBXFX
American Funds College 2039 529-E
Price$13.27
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.79B
Catalyst/Millburn Hedge Strategy C-1
Price$38.03
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets8.36B
CTAEX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.36B vs. CTAEX (1.79B). MBXFX pays higher dividends than CTAEX: MBXFX (1.12) vs CTAEX (0.93). 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 : 14.63 vs. MBXFX (5.24).
| 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 | 16.404 | 2.259 | 726% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 8.36B | 21% |
| Annual Yield % from dividends | 0.93 | 1.12 | 84% |
| Returns for 1 year | 14.63 | 5.24 | 279% |
| Returns for 3 years | 61.39 | 7.63 | 804% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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