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AVGCX vs MBXAX
AVGCX vs MBXAX Comparison Chart
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AVGCX vs. MBXAX commentary
Feb 24, 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 Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.4B vs. AVGCX (85M). AVGCX pays higher dividends than MBXAX: AVGCX (3.55) vs MBXAX (1.45). AVGCX was incepted earlier than MBXAX: AVGCX (19 years) vs MBXAX (9 years). AVGCX has a lower initial minimum investment than MBXAX: AVGCX (1000) vs MBXAX (2500). AVGCX annual gain was more profitable for investors over the last year : 4.32 vs. MBXAX (3.47). MBXAX return over 5 years is better than : 30.42 vs. AVGCX (-6.83).
| AVGCX | MBXAX | AVGCX / MBXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -0.240 | 0.571 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 8.4B | 1% |
| Annual Yield % from dividends | 3.55 | 1.45 | 245% |
| Returns for 1 year | 4.32 | 3.47 | 125% |
| Returns for 3 years | 7.27 | 20.73 | 35% |
| Returns for 5 years | -6.83 | 30.42 | -22% |
| Returns for 10 years | -8.74 | N/A | - |
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