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AVGCX vs MBXAX
AVGCX vs MBXAX Comparison Chart in %
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AVGCX vs. MBXAX commentary
Jul 08, 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 AVGCX is a Hold and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.34B vs. AVGCX (77.6M). AVGCX pays higher dividends than MBXAX: AVGCX (9.13) vs MBXAX (1.65). AVGCX was incepted earlier than MBXAX: AVGCX (19 years) vs MBXAX (10 years). AVGCX (2.90) is less costly to investors than MBXAX (2.28). MBXAX is a more actively managed with annual turnover of: 48.00 vs. AVGCX (4.30). AVGCX has a lower initial minimum investment than MBXAX: AVGCX (1000) vs MBXAX (2500). MBXAX annual gain was more profitable for investors over the last year : 0.33 vs. AVGCX (-0.02). MBXAX return over 5 years is better than : 58.76 vs. AVGCX (-1.62).
| AVGCX | MBXAX | AVGCX / MBXAX | |
| Total Expense Ratio | 2.15 | 2.28 | 94% |
| Annual Report Gross Expense Ratio | 2.90 | 2.28 | 127% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 0.080 | 2.154 | 4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 8.34B | 1% |
| Annual Yield % from dividends | 9.13 | 1.65 | 553% |
| Returns for 1 year | -0.02 | 0.33 | -7% |
| Returns for 3 years | 21.38 | 12.47 | 171% |
| Returns for 5 years | -1.62 | 58.76 | -3% |
| Returns for 10 years | -6.95 | N/A | - |
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