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DBIVX vs MBXAX
DBIVX vs MBXAX Comparison Chart in %
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DBIVX vs. MBXAX commentary
Oct 16, 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 DBIVX is a Hold and MBXAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.41B vs. DBIVX (172M). DBIVX pays higher dividends than MBXAX: DBIVX (2.09) vs MBXAX (1.62). DBIVX was incepted earlier than MBXAX: DBIVX (21 years) vs MBXAX (10 years). MBXAX (2.28) is less costly to investors than DBIVX (1.10). DBIVX is a more actively managed with annual turnover of: 39.00 vs. MBXAX (19.00). DBIVX (2500) and MBXAX (2500) have matching initial minimum investment requirements. DBIVX annual gain was more profitable for investors over the last year : 9.58 vs. MBXAX (3.93). MBXAX return over 5 years is better than : 47.75 vs. DBIVX (31.12).
| DBIVX | MBXAX | DBIVX / MBXAX | |
| Total Expense Ratio | 1.09 | 2.28 | 48% |
| Annual Report Gross Expense Ratio | 1.10 | 2.28 | 48% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 12.912 | 3.140 | 411% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 8.41B | 2% |
| Annual Yield % from dividends | 2.09 | 1.62 | 129% |
| Returns for 1 year | 9.58 | 3.93 | 244% |
| Returns for 3 years | 32.47 | 6.58 | 494% |
| Returns for 5 years | 31.12 | 47.75 | 65% |
| Returns for 10 years | 68.24 | N/A | - |
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