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CTAEX vs MBXFX
CTAEX vs MBXFX Comparison
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CTAEX vs MBXFX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 6.48B. The market cap for tickers in the group ranges from 2.28B to 10.69B. MBXFX holds the highest valuation in this group at 10.69B. The lowest valued company is CTAEX at 2.28B.
High and low price notable news
The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was 0%, and the average quarterly price growth was 7%. CTAEX experienced the highest price growth at -0%, while MBXFX experienced the biggest fall at -0%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 10.7B vs. CTAEX (2.28B). CTAEX pays higher dividends than MBXFX: CTAEX (1.17) vs MBXFX (0.00). CTAEX was incepted earlier than MBXFX: CTAEX (5 years) vs MBXFX (6 years). MBXFX (3.00) is less costly to investors than CTAEX (0.99). MBXFX is a more actively managed with annual turnover of: 19.00 vs. CTAEX (4.00). CTAEX has a lower initial minimum investment than MBXFX: CTAEX (250) vs MBXFX (2500). MBXFX annual gain was more profitable for investors over the last year : 14.92 vs. CTAEX (9.93). CTAEX (32.82) and MBXFX (31.44) have equivalent 5 years return.
| CTAEX | MBXFX | CTAEX / MBXFX | |
| Total Expense Ratio | 0.99 | 3.00 | 33% |
| Annual Report Gross Expense Ratio | 0.99 | 3.00 | 33% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 9.240 | 12.464 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 10.7B | 21% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 9.93 | 14.92 | 67% |
| Returns for 3 years | 49.05 | 25.73 | 191% |
| Returns for 5 years | 32.82 | 31.44 | 104% |
| Returns for 10 years | N/A | N/A | - |
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