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AVGCX vs MBXIX
AVGCX vs MBXIX Comparison
Open Charts AVGCX vs MBXIX
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AVGCX vs MBXIX Comparison Chart
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AVGCX vs. MBXIX commentary
Sep 20, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 7.43B vs. AVGCX (91.7M). AVGCX pays higher dividends than MBXIX: AVGCX (3.55) vs MBXIX (1.66). AVGCX was incepted earlier than MBXIX: AVGCX (18 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 : 8.97 vs. MBXIX (2.23). MBXIX return over 5 years is better than : 35.40 vs. AVGCX (-5.07).
| AVGCX | MBXIX | AVGCX / MBXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 10.163 | 8.008 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.7M | 7.43B | 1% |
| Annual Yield % from dividends | 3.55 | 1.66 | 213% |
| Returns for 1 year | 8.97 | 2.23 | 402% |
| Returns for 3 years | -14.13 | 14.67 | -96% |
| Returns for 5 years | -5.07 | 35.40 | -14% |
| Returns for 10 years | -3.07 | N/A | - |
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