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AVGCX vs MBXCX
AVGCX vs MBXCX Comparison Chart in %
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AVGCX vs. MBXCX commentary
Sep 17, 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 (76.4M). AVGCX pays higher dividends than MBXCX: AVGCX (9.00) vs MBXCX (0.93). 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). MBXCX annual gain was more profitable for investors over the last year : 5.55 vs. AVGCX (2.95). MBXCX return over 5 years is better than : 44.47 vs. AVGCX (-3.22).
| 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 | 1.920 | 1.999 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 8.34B | 1% |
| Annual Yield % from dividends | 9.00 | 0.93 | 970% |
| Returns for 1 year | 2.95 | 5.55 | 53% |
| Returns for 3 years | 17.31 | 10.06 | 172% |
| Returns for 5 years | -3.22 | 44.47 | -7% |
| Returns for 10 years | 0.80 | N/A | - |
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