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BRBCX vs MBXIX
BRBCX vs MBXIX Comparison Chart
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BRBCX vs. MBXIX commentary
Jun 07, 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 BRBCX is a Buy and MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.05B vs. BRBCX (3.05B). MBXIX pays higher dividends than BRBCX: MBXIX (1.92) vs BRBCX (0.00). BRBCX was incepted earlier than MBXIX: BRBCX (32 years) vs MBXIX (9 years). MBXIX (2.03) is less costly to investors than BRBCX (1.80). BRBCX is a more actively managed with annual turnover of: 146.00 vs. MBXIX (48.00). BRBCX has a lower initial minimum investment than MBXIX: BRBCX (1000) vs MBXIX (2500). BRBCX annual gain was more profitable for investors over the last year : 8.07 vs. MBXIX (-0.35). MBXIX return over 5 years is better than : 52.96 vs. BRBCX (21.70).
| BRBCX | MBXIX | BRBCX / MBXIX | |
| Total Expense Ratio | 1.80 | 2.03 | 89% |
| Annual Report Gross Expense Ratio | 1.80 | 2.03 | 89% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 3.431 | -1.984 | -173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 8.05B | 38% |
| Annual Yield % from dividends | 0.00 | 1.92 | - |
| Returns for 1 year | 8.07 | -0.35 | -2,323% |
| Returns for 3 years | 19.14 | 6.92 | 277% |
| Returns for 5 years | 21.70 | 52.96 | 41% |
| Returns for 10 years | 22.45 | N/A | - |
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