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DBIVX vs MBXAX
DBIVX vs MBXAX Comparison Chart
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DBIVX vs. MBXAX 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 DBIVX is a StrongBuy and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.05B vs. DBIVX (172M). DBIVX pays higher dividends than MBXAX: DBIVX (2.19) vs MBXAX (1.71). DBIVX was incepted earlier than MBXAX: DBIVX (20 years) vs MBXAX (9 years). MBXAX (2.28) is less costly to investors than DBIVX (1.10). MBXAX is a more actively managed with annual turnover of: 48.00 vs. DBIVX (39.00). DBIVX (2500) and MBXAX (2500) have matching initial minimum investment requirements. DBIVX annual gain was more profitable for investors over the last year : 5.86 vs. MBXAX (-0.59). MBXAX return over 5 years is better than : 51.04 vs. DBIVX (24.34).
| DBIVX | MBXAX | DBIVX / MBXAX | |
| Total Expense Ratio | 1.09 | 2.28 | 48% |
| Annual Report Gross Expense Ratio | 1.10 | 2.28 | 48% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 6.184 | -2.076 | -298% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 8.05B | 2% |
| Annual Yield % from dividends | 2.19 | 1.71 | 129% |
| Returns for 1 year | 5.86 | -0.59 | -999% |
| Returns for 3 years | 14.63 | 6.09 | 240% |
| Returns for 5 years | 24.34 | 51.04 | 48% |
| Returns for 10 years | 49.88 | N/A | - |
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