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MBXAX vs RDMAX
MBXAX vs RDMAX Comparison
Open Charts MBXAX vs RDMAX
Catalyst/Millburn Hedge Strategy A
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets8.22B
Return Stacked Bal Allc & Sys Macro A
Price$19.21
Change+$0.18 (+0.95%)
VolumeN/A
Net Assets41.44M
MBXAX vs RDMAX Comparison Chart in %
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MBXAX vs. RDMAX commentary
Jun 18, 2025
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 MBXAX is a Buy and RDMAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.22B vs. RDMAX (41.4M). RDMAX pays higher dividends than MBXAX: RDMAX (4.58) vs MBXAX (1.71). MBXAX was incepted earlier than RDMAX: MBXAX (9 years) vs RDMAX (9 years). RDMAX (2.54) is less costly to investors than MBXAX (2.28). MBXAX is a more actively managed with annual turnover of: 48.00 vs. RDMAX (0.00). MBXAX (6%) and RDMAX (6%) have equivalent initial investment costs. RDMAX has a lower initial minimum investment than MBXAX: RDMAX (1000) vs MBXAX (2500). MBXAX annual gain was more profitable for investors over the last year : 0.46 vs. RDMAX (-7.08). MBXAX return over 5 years is better than : 56.46 vs. RDMAX (8.74).
| MBXAX | RDMAX | MBXAX / RDMAX | |
| Total Expense Ratio | 2.28 | 2.26 | 101% |
| Annual Report Gross Expense Ratio | 2.28 | 2.54 | 90% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 0.311 | -5.323 | -6% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.22B | 41.4M | 19,848% |
| Annual Yield % from dividends | 1.71 | 4.58 | 37% |
| Returns for 1 year | 0.46 | -7.08 | -6% |
| Returns for 3 years | 15.98 | -17.83 | -90% |
| Returns for 5 years | 56.46 | 8.74 | 646% |
| Returns for 10 years | N/A | N/A | - |
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