Ad is loading...
DBISX vs MBXIX
DBISX vs MBXIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBISX vs. MBXIX commentary
May 09, 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 MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 7.82B vs. DBISX (170M). MBXIX (1.96) and DBISX (1.96) have matching dividends . DBISX was incepted earlier than MBXIX: DBISX (24 years) vs MBXIX (9 years). MBXIX (2.03) is less costly to investors than DBISX (1.34). MBXIX is a more actively managed with annual turnover of: 48.00 vs. DBISX (39.00). DBISX has a lower initial minimum investment than MBXIX: DBISX (1000) vs MBXIX (2500). DBISX annual gain was more profitable for investors over the last year : 5.95 vs. MBXIX (-4.70). MBXIX return over 5 years is better than : 55.33 vs. DBISX (25.70).
| DBISX | MBXIX | DBISX / MBXIX | |
| Total Expense Ratio | 1.34 | 2.03 | 66% |
| Annual Report Gross Expense Ratio | 1.34 | 2.03 | 66% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.698 | -4.766 | -99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 7.82B | 2% |
| Annual Yield % from dividends | 1.96 | 1.96 | 100% |
| Returns for 1 year | 5.95 | -4.70 | -127% |
| Returns for 3 years | 15.34 | 6.29 | 244% |
| Returns for 5 years | 25.70 | 55.33 | 46% |
| Returns for 10 years | 43.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...