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AVGCX vs MBXIX
AVGCX vs MBXIX Comparison Chart
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AVGCX vs. MBXIX commentary
Apr 20, 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: 7.63B vs. AVGCX (77.5M). AVGCX pays higher dividends than MBXIX: AVGCX (9.23) vs MBXIX (1.90). AVGCX was incepted earlier than MBXIX: AVGCX (19 years) vs MBXIX (9 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). AVGCX annual gain was more profitable for investors over the last year : -1.35 vs. MBXIX (-6.17). MBXIX return over 5 years is better than : 55.68 vs. AVGCX (-0.97).
| 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 | 9 years | - |
| Gain YTD | -4.000 | -7.857 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 7.63B | 1% |
| Annual Yield % from dividends | 9.23 | 1.90 | 487% |
| Returns for 1 year | -1.35 | -6.17 | 22% |
| Returns for 3 years | 4.49 | 0.30 | 1,498% |
| Returns for 5 years | -0.97 | 55.68 | -2% |
| Returns for 10 years | -13.51 | N/A | - |
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