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DBISX vs MBXAX
DBISX vs MBXAX Comparison Chart
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DBISX vs. MBXAX commentary
Apr 19, 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 DBISX is a StrongBuy and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 7.63B vs. DBISX (166M). DBISX pays higher dividends than MBXAX: DBISX (1.99) vs MBXAX (1.69). DBISX was incepted earlier than MBXAX: DBISX (24 years) vs MBXAX (9 years). MBXAX (2.28) is less costly to investors than DBISX (1.30). MBXAX is a more actively managed with annual turnover of: 48.00 vs. DBISX (39.00). DBISX (6%) and MBXAX (6%) have equivalent initial investment costs. DBISX has a lower initial minimum investment than MBXAX: DBISX (1000) vs MBXAX (2500). DBISX annual gain was more profitable for investors over the last year : 5.73 vs. MBXAX (-6.42). MBXAX return over 5 years is better than : 53.72 vs. DBISX (24.08).
| DBISX | MBXAX | DBISX / MBXAX | |
| Total Expense Ratio | 1.30 | 2.28 | 57% |
| Annual Report Gross Expense Ratio | 1.30 | 2.28 | 57% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 2.361 | -7.916 | -30% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 7.63B | 2% |
| Annual Yield % from dividends | 1.99 | 1.69 | 118% |
| Returns for 1 year | 5.73 | -6.42 | -89% |
| Returns for 3 years | 9.08 | -0.47 | -1,934% |
| Returns for 5 years | 24.08 | 53.72 | 45% |
| Returns for 10 years | 40.49 | N/A | - |
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