Ad is loading...
AVGCX vs MBXCX
AVGCX vs MBXCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AVGCX vs. MBXCX commentary
Apr 20, 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 MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 7.63B vs. AVGCX (77.5M). AVGCX pays higher dividends than MBXCX: AVGCX (9.23) vs MBXCX (0.96). AVGCX was incepted earlier than MBXCX: AVGCX (19 years) vs MBXCX (9 years). MBXCX (3.03) and AVGCX (2.90) have similar cost to investors . MBXCX is a more actively managed with annual turnover of: 48.00 vs. AVGCX (4.30). AVGCX has a lower initial minimum investment than MBXCX: AVGCX (1000) vs MBXCX (2500). AVGCX annual gain was more profitable for investors over the last year : -1.35 vs. MBXCX (-7.11). MBXCX return over 5 years is better than : 47.87 vs. AVGCX (-0.97).
| AVGCX | MBXCX | AVGCX / MBXCX | |
| Total Expense Ratio | 2.15 | 3.03 | 71% |
| Annual Report Gross Expense Ratio | 2.90 | 3.03 | 96% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -4.000 | -8.104 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 7.63B | 1% |
| Annual Yield % from dividends | 9.23 | 0.96 | 965% |
| Returns for 1 year | -1.35 | -7.11 | 19% |
| Returns for 3 years | 4.49 | -2.79 | -161% |
| Returns for 5 years | -0.97 | 47.87 | -2% |
| Returns for 10 years | -13.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...