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AVGCX vs MBXIX
AVGCX vs MBXIX Comparison Chart in %
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AVGCX vs. MBXIX commentary
Oct 26, 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: 8.45B vs. AVGCX (66.4M). AVGCX pays higher dividends than MBXIX: AVGCX (8.93) vs MBXIX (1.82). 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: 19.00 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 : 4.95 vs. AVGCX (3.73). MBXIX return over 5 years is better than : 51.97 vs. AVGCX (-3.56).
| 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 | 2.240 | 4.019 | 56% |
| 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 | 1.82 | 491% |
| Returns for 1 year | 3.73 | 4.95 | 75% |
| Returns for 3 years | 19.91 | 8.63 | 231% |
| Returns for 5 years | -3.56 | 51.97 | -7% |
| Returns for 10 years | -1.88 | N/A | - |
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