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DBIVX vs MBXAX
DBIVX vs MBXAX Comparison
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DBIVX vs MBXAX Comparison Chart in %
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DBIVX vs. MBXAX commentary
Sep 12, 2026
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: 11.1B vs. DBIVX (194M). DBIVX pays higher dividends than MBXAX: DBIVX (2.08) vs MBXAX (0.00). DBIVX was incepted earlier than MBXAX: DBIVX (22 years) vs MBXAX (11 years). MBXAX (2.25) is less costly to investors than DBIVX (1.07). MBXAX is a more actively managed with annual turnover of: 19.00 vs. DBIVX (12.00). DBIVX (2500) and MBXAX (2500) have matching initial minimum investment requirements. MBXAX annual gain was more profitable for investors over the last year : 18.88 vs. DBIVX (7.94). MBXAX return over 5 years is better than : 42.70 vs. DBIVX (24.62).
| DBIVX | MBXAX | DBIVX / MBXAX | |
| Total Expense Ratio | 0.87 | 2.25 | 39% |
| Annual Report Gross Expense Ratio | 1.07 | 2.25 | 48% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 4.004 | 17.074 | 23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 11.1B | 2% |
| Annual Yield % from dividends | 2.08 | 0.00 | - |
| Returns for 1 year | 7.94 | 18.88 | 42% |
| Returns for 3 years | 27.64 | 30.86 | 90% |
| Returns for 5 years | 24.62 | 42.70 | 58% |
| Returns for 10 years | 70.85 | 101.16 | 70% |
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