Interact to see
Advertisement
Advertisement
MBXCX vs MBXIX
MBXCX vs MBXIX Comparison
Open Charts MBXCX vs MBXIX
Catalyst/Millburn Hedge Strategy C
Price$37.52
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets8.18B
Catalyst/Millburn Hedge Strategy I
Price$39.02
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets8.18B
MBXCX vs MBXIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBXCX vs. MBXIX commentary
Jul 01, 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 MBXCX is a Buy and MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX (8.18B) and MBXIX (8.18B) have equal amount of cash in the bank . MBXIX pays higher dividends than MBXCX: MBXIX (1.92) vs MBXCX (0.97). MBXCX was incepted earlier than MBXIX: MBXCX (10 years) vs MBXIX (10 years). MBXCX (3.03) is less costly to investors than MBXIX (2.03). MBXCX (48.00) and MBXIX (48.00) have comparable annual turnover. MBXCX (2500) and MBXIX (2500) have matching initial minimum investment requirements. MBXIX annual gain was more profitable for investors over the last year : -1.20 vs. MBXCX (-2.19). MBXIX return over 5 years is better than : 57.90 vs. MBXCX (49.98).
| MBXCX | MBXIX | MBXCX / MBXIX | |
| Total Expense Ratio | 3.03 | 2.03 | 149% |
| Annual Report Gross Expense Ratio | 3.03 | 2.03 | 149% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | -0.267 | 0.206 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.18B | 8.18B | 100% |
| Annual Yield % from dividends | 0.97 | 1.92 | 51% |
| Returns for 1 year | -2.19 | -1.20 | 183% |
| Returns for 3 years | 7.64 | 11.07 | 69% |
| Returns for 5 years | 49.98 | 57.90 | 86% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement