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AVGCX vs MBXIX
AVGCX vs MBXIX Comparison Chart
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AVGCX vs. MBXIX commentary
Feb 24, 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 MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.4B vs. AVGCX (85M). AVGCX pays higher dividends than MBXIX: AVGCX (3.55) vs MBXIX (1.66). AVGCX was incepted earlier than MBXIX: AVGCX (19 years) vs MBXIX (9 years). AVGCX has a lower initial minimum investment than MBXIX: AVGCX (1000) vs MBXIX (2500). AVGCX annual gain was more profitable for investors over the last year : 4.32 vs. MBXIX (3.74). MBXIX return over 5 years is better than : 32.10 vs. AVGCX (-6.83).
| AVGCX | MBXIX | AVGCX / MBXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -0.240 | 0.592 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 8.4B | 1% |
| Annual Yield % from dividends | 3.55 | 1.66 | 213% |
| Returns for 1 year | 4.32 | 3.74 | 116% |
| Returns for 3 years | 7.27 | 21.67 | 34% |
| Returns for 5 years | -6.83 | 32.10 | -21% |
| Returns for 10 years | -8.74 | N/A | - |
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