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CTAEX vs MBXIX
CTAEX vs MBXIX Comparison
Open Charts CTAEX vs MBXIX
American Funds College 2039 529-E
Price$12.51
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets1.61B
Catalyst/Millburn Hedge Strategy I
Price$39.02
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets8.18B
CTAEX vs MBXIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.18B vs. CTAEX (1.61B). MBXIX pays higher dividends than CTAEX: MBXIX (1.92) vs CTAEX (1.03). CTAEX was incepted earlier than MBXIX: CTAEX (4 years) vs MBXIX (10 years). MBXIX (2.03) is less costly to investors than CTAEX (1.01). CTAEX has a lower initial minimum investment than MBXIX: CTAEX (250) vs MBXIX (2500). CTAEX annual gain was more profitable for investors over the last year : 12.74 vs. MBXIX (-1.20).
| CTAEX | MBXIX | CTAEX / MBXIX | |
| Total Expense Ratio | 1.01 | 2.03 | 50% |
| Annual Report Gross Expense Ratio | 1.01 | 2.03 | 50% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 9.298 | 0.206 | 4,512% |
| 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 | 1.92 | 54% |
| Returns for 1 year | 12.74 | -1.20 | -1,065% |
| Returns for 3 years | 49.42 | 11.07 | 447% |
| Returns for 5 years | N/A | 57.90 | - |
| Returns for 10 years | N/A | N/A | - |
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