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AVGCX vs MBXAX
AVGCX vs MBXAX Comparison
Open Charts AVGCX vs MBXAX
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AVGCX vs MBXAX Comparison Chart
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AVGCX vs. MBXAX commentary
Sep 20, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 7.43B vs. AVGCX (91.7M). AVGCX pays higher dividends than MBXAX: AVGCX (3.55) vs MBXAX (1.45). AVGCX was incepted earlier than MBXAX: AVGCX (18 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 : 8.97 vs. MBXAX (1.95). MBXAX return over 5 years is better than : 33.70 vs. AVGCX (-5.07).
| AVGCX | MBXAX | AVGCX / MBXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 10.163 | 7.774 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.7M | 7.43B | 1% |
| Annual Yield % from dividends | 3.55 | 1.45 | 245% |
| Returns for 1 year | 8.97 | 1.95 | 460% |
| Returns for 3 years | -14.13 | 13.76 | -103% |
| Returns for 5 years | -5.07 | 33.70 | -15% |
| Returns for 10 years | -3.07 | N/A | - |
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