GMSEX
Price
$7.46
Change
+$0.02 (+0.27%)
Updated
Nov 14 closing price
MBXIX
Price
$40.26
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
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GMSEX vs MBXIX

Header iconGMSEX vs MBXIX Comparison
Open Charts GMSEX vs MBXIXBanner chart's image
Invesco Macro Allocation Strategy C
Price$7.46
Change+$0.02 (+0.27%)
VolumeN/A
CapitalizationN/A
Catalyst/Millburn Hedge Strategy I
Price$40.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
GMSEX vs MBXIX Comparison Chart
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GMSEX vs. MBXIX 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 GMSEX is a Hold and MBXIX is a Buy.

FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.08B vs. GMSEX (157M). MBXIX pays higher dividends than GMSEX: MBXIX (1.66) vs GMSEX (0.58). GMSEX was incepted earlier than MBXIX: GMSEX (11 years) vs MBXIX (9 years). MBXIX is a more actively managed with annual turnover of: 30.00 vs. GMSEX (20.00). GMSEX has a lower initial minimum investment than MBXIX: GMSEX (1000) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 9.82 vs. GMSEX (2.97). MBXIX return over 5 years is better than : 40.64 vs. GMSEX (-10.83).
GMSEXMBXIXGMSEX / MBXIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years9 years-
Gain YTD1.50114.73410%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets157M8.08B2%
Annual Yield % from dividends0.581.6635%
Returns for 1 year2.979.8230%
Returns for 3 years-15.5316.30-95%
Returns for 5 years-10.8340.64-27%
Returns for 10 years-4.48N/A-
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