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AVGCX vs MBXCX
AVGCX vs MBXCX Comparison Chart in %
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AVGCX vs. MBXCX commentary
Oct 26, 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: 8.45B vs. AVGCX (66.4M). AVGCX pays higher dividends than MBXCX: AVGCX (8.93) vs MBXCX (0.92). 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: 19.00 vs. AVGCX (4.30). AVGCX has a lower initial minimum investment than MBXCX: AVGCX (1000) vs MBXCX (2500). MBXCX (3.87) and AVGCX (3.73) have marching annual gain over last year. MBXCX return over 5 years is better than : 44.31 vs. AVGCX (-3.56).
| 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 | 2.240 | 3.199 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4M | 8.45B | 1% |
| Annual Yield % from dividends | 8.93 | 0.92 | 968% |
| Returns for 1 year | 3.73 | 3.87 | 96% |
| Returns for 3 years | 19.91 | 5.27 | 378% |
| Returns for 5 years | -3.56 | 44.31 | -8% |
| Returns for 10 years | -1.88 | N/A | - |
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