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DBIVX vs MBXAX
DBIVX vs MBXAX Comparison Chart
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DBIVX vs. MBXAX commentary
Apr 25, 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: 7.69B vs. DBIVX (167M). DBIVX pays higher dividends than MBXAX: DBIVX (2.25) vs MBXAX (1.69). DBIVX was incepted earlier than MBXAX: DBIVX (20 years) vs MBXAX (9 years). MBXAX (2.28) is less costly to investors than DBIVX (1.07). 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 : 5.77 vs. MBXAX (-7.30). MBXAX return over 5 years is better than : 53.76 vs. DBIVX (26.32).
| DBIVX | MBXAX | DBIVX / MBXAX | |
| Total Expense Ratio | 1.06 | 2.28 | 46% |
| Annual Report Gross Expense Ratio | 1.07 | 2.28 | 47% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 2.888 | -6.748 | -43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 7.69B | 2% |
| Annual Yield % from dividends | 2.25 | 1.69 | 133% |
| Returns for 1 year | 5.77 | -7.30 | -79% |
| Returns for 3 years | 11.40 | 1.27 | 898% |
| Returns for 5 years | 26.32 | 53.76 | 49% |
| Returns for 10 years | 42.89 | N/A | - |
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