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AVGCX vs MBXFX
AVGCX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.45B vs. AVGCX (66.4M). AVGCX pays higher dividends than MBXFX: AVGCX (8.93) vs MBXFX (1.12). AVGCX was incepted earlier than MBXFX: AVGCX (19 years) vs MBXFX (5 years). MBXFX (3.03) and AVGCX (2.90) have similar cost to investors . MBXFX is a more actively managed with annual turnover of: 19.00 vs. AVGCX (4.30). AVGCX has a lower initial minimum investment than MBXFX: AVGCX (1000) vs MBXFX (2500). MBXFX (3.90) and AVGCX (3.73) have marching annual gain over last year.
| AVGCX | MBXFX | AVGCX / MBXFX | |
| Total Expense Ratio | 2.15 | 3.03 | 71% |
| Annual Report Gross Expense Ratio | 2.90 | 3.03 | 96% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 2.240 | 3.200 | 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 | 1.12 | 800% |
| Returns for 1 year | 3.73 | 3.90 | 96% |
| Returns for 3 years | 19.91 | 5.25 | 379% |
| Returns for 5 years | -3.56 | N/A | - |
| Returns for 10 years | -1.88 | N/A | - |
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