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AVGCX vs MBXCX
AVGCX vs MBXCX Comparison Chart in %
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AVGCX vs. MBXCX 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 MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.34B vs. AVGCX (77.6M). AVGCX pays higher dividends than MBXCX: AVGCX (9.13) vs MBXCX (0.94). AVGCX was incepted earlier than MBXCX: AVGCX (19 years) vs MBXCX (10 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 : -0.02 vs. MBXCX (-0.44). MBXCX return over 5 years is better than : 52.73 vs. AVGCX (-1.62).
| 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 | 10 years | - |
| Gain YTD | 0.080 | 1.786 | 4% |
| Front Load | N/A | N/A | - |
| 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 | 0.94 | 973% |
| Returns for 1 year | -0.02 | -0.44 | 5% |
| Returns for 3 years | 21.38 | 9.86 | 217% |
| Returns for 5 years | -1.62 | 52.73 | -3% |
| Returns for 10 years | -6.95 | N/A | - |
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