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AVGCX vs MBXIX
AVGCX vs MBXIX Comparison Chart in %
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AVGCX vs. MBXIX 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 MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.34B vs. AVGCX (76.4M). AVGCX pays higher dividends than MBXIX: AVGCX (9.00) vs MBXIX (1.83). AVGCX was incepted earlier than MBXIX: AVGCX (19 years) vs MBXIX (10 years). AVGCX (2.90) is less costly to investors than MBXIX (2.03). MBXIX is a more actively managed with annual turnover of: 48.00 vs. AVGCX (4.30). AVGCX has a lower initial minimum investment than MBXIX: AVGCX (1000) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 6.64 vs. AVGCX (2.95). MBXIX return over 5 years is better than : 52.14 vs. AVGCX (-3.22).
| AVGCX | MBXIX | AVGCX / MBXIX | |
| Total Expense Ratio | 2.15 | 2.03 | 106% |
| Annual Report Gross Expense Ratio | 2.90 | 2.03 | 143% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 1.920 | 2.705 | 71% |
| 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 | 1.83 | 492% |
| Returns for 1 year | 2.95 | 6.64 | 44% |
| Returns for 3 years | 17.31 | 13.57 | 128% |
| Returns for 5 years | -3.22 | 52.14 | -6% |
| Returns for 10 years | 0.80 | N/A | - |
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