GMSDX
Price
$7.62
Change
+$0.02 (+0.26%)
Updated
Nov 14 closing price
MBXAX
Price
$39.89
Change
-$0.01 (-0.03%)
Updated
Nov 14 closing price
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GMSDX vs MBXAX

Header iconGMSDX vs MBXAX Comparison
Open Charts GMSDX vs MBXAXBanner chart's image
Invesco Macro Allocation Strategy A
Price$7.62
Change+$0.02 (+0.26%)
VolumeN/A
CapitalizationN/A
Catalyst/Millburn Hedge Strategy A
Price$39.89
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
GMSDX vs MBXAX Comparison Chart
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GMSDX vs. MBXAX commentary
Nov 15, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GMSDX is a Hold and MBXAX is a Buy.

FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.08B vs. GMSDX (157M). MBXAX pays higher dividends than GMSDX: MBXAX (1.45) vs GMSDX (1.31). GMSDX was incepted earlier than MBXAX: GMSDX (11 years) vs MBXAX (9 years). MBXAX is a more actively managed with annual turnover of: 30.00 vs. GMSDX (20.00). GMSDX has a lower initial minimum investment than MBXAX: GMSDX (1000) vs MBXAX (2500). MBXAX annual gain was more profitable for investors over the last year : 9.21 vs. GMSDX (3.56). MBXAX return over 5 years is better than : 38.87 vs. GMSDX (-7.20).
GMSDXMBXAXGMSDX / MBXAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years9 years-
Gain YTD2.41914.45817%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets157M8.08B2%
Annual Yield % from dividends1.311.4590%
Returns for 1 year3.569.2139%
Returns for 3 years-13.1716.02-82%
Returns for 5 years-7.2038.87-19%
Returns for 10 years3.36N/A-
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