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MBXAX vs RDMIX
MBXAX vs RDMIX Comparison
Open Charts MBXAX vs RDMIX
Catalyst/Millburn Hedge Strategy A
Price$39.52
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets8.38B
Return Stacked Bal Allc & Sys Macro I
Price$19.43
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets45.94M
MBXAX vs RDMIX Comparison Chart in %
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MBXAX vs. RDMIX commentary
Jul 19, 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 RDMIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.38B vs. RDMIX (45.9M). RDMIX pays higher dividends than MBXAX: RDMIX (4.66) vs MBXAX (1.65). MBXAX was incepted earlier than RDMIX: MBXAX (10 years) vs RDMIX (9 years). MBXAX (2.28) and RDMIX (2.23) have similar cost to investors . MBXAX is a more actively managed with annual turnover of: 48.00 vs. RDMIX (0.00). RDMIX has a lower initial minimum investment than MBXAX: RDMIX (1000) vs MBXAX (2500). MBXAX annual gain was more profitable for investors over the last year : 1.99 vs. RDMIX (-7.13). MBXAX return over 5 years is better than : 56.59 vs. RDMIX (8.14).
| MBXAX | RDMIX | MBXAX / RDMIX | |
| Total Expense Ratio | 2.28 | 2.01 | 113% |
| Annual Report Gross Expense Ratio | 2.28 | 2.23 | 102% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 2.725 | -4.329 | -63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.38B | 45.9M | 18,257% |
| Annual Yield % from dividends | 1.65 | 4.66 | 35% |
| Returns for 1 year | 1.99 | -7.13 | -28% |
| Returns for 3 years | 14.20 | -15.60 | -91% |
| Returns for 5 years | 56.59 | 8.14 | 695% |
| Returns for 10 years | N/A | N/A | - |
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