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AVGCX vs MBXAX
AVGCX vs MBXAX Comparison Chart
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AVGCX vs. MBXAX commentary
May 14, 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: 8.07B vs. AVGCX (77.2M). AVGCX pays higher dividends than MBXAX: AVGCX (9.38) vs MBXAX (1.75). AVGCX was incepted earlier than MBXAX: AVGCX (19 years) vs MBXAX (9 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). AVGCX annual gain was more profitable for investors over the last year : -0.87 vs. MBXAX (-2.22). MBXAX return over 5 years is better than : 63.06 vs. AVGCX (0.27).
| 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 | 9 years | - |
| Gain YTD | -2.800 | -1.713 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.2M | 8.07B | 1% |
| Annual Yield % from dividends | 9.38 | 1.75 | 536% |
| Returns for 1 year | -0.87 | -2.22 | 39% |
| Returns for 3 years | 11.52 | 4.54 | 254% |
| Returns for 5 years | 0.27 | 63.06 | 0% |
| Returns for 10 years | -12.04 | N/A | - |
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