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DBIVX vs MBXAX
DBIVX vs MBXAX Comparison Chart in %
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DBIVX vs. MBXAX commentary
Jul 02, 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: 8.21B vs. DBIVX (174M). DBIVX pays higher dividends than MBXAX: DBIVX (2.21) vs MBXAX (1.65). DBIVX was incepted earlier than MBXAX: DBIVX (20 years) vs MBXAX (10 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 : 8.06 vs. MBXAX (-1.44). MBXAX return over 5 years is better than : 55.91 vs. DBIVX (25.47).
| 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 | 10 years | - |
| Gain YTD | 7.488 | 0.104 | 7,212% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 8.21B | 2% |
| Annual Yield % from dividends | 2.21 | 1.65 | 134% |
| Returns for 1 year | 8.06 | -1.44 | -560% |
| Returns for 3 years | 20.55 | 10.22 | 201% |
| Returns for 5 years | 25.47 | 55.91 | 46% |
| Returns for 10 years | 51.54 | N/A | - |
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