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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: 8.34B vs. AVGCX (76.4M). AVGCX pays higher dividends than MBXFX: AVGCX (9.00) 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: 48.00 vs. AVGCX (4.30). AVGCX has a lower initial minimum investment than MBXFX: AVGCX (1000) vs MBXFX (2500). MBXFX annual gain was more profitable for investors over the last year : 5.57 vs. AVGCX (2.95).
| 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 | 1.920 | 1.990 | 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 | 1.12 | 801% |
| Returns for 1 year | 2.95 | 5.57 | 53% |
| Returns for 3 years | 17.31 | 10.02 | 173% |
| Returns for 5 years | -3.22 | N/A | - |
| Returns for 10 years | 0.80 | N/A | - |
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