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AVGCX vs MBXFX
AVGCX vs MBXFX Comparison Chart
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.07B vs. AVGCX (77.2M). AVGCX pays higher dividends than MBXFX: AVGCX (9.38) vs MBXFX (1.20). 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). AVGCX annual gain was more profitable for investors over the last year : -0.87 vs. MBXFX (-2.99).
| 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 | -2.800 | -1.990 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.2M | 8.07B | 1% |
| Annual Yield % from dividends | 9.38 | 1.20 | 782% |
| Returns for 1 year | -0.87 | -2.99 | 29% |
| Returns for 3 years | 11.52 | 2.07 | 556% |
| Returns for 5 years | 0.27 | N/A | - |
| Returns for 10 years | -12.04 | N/A | - |
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