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DBIVX vs MBXFX
DBIVX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.21B vs. DBIVX (174M). DBIVX pays higher dividends than MBXFX: DBIVX (2.21) vs MBXFX (1.14). DBIVX was incepted earlier than MBXFX: DBIVX (20 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than DBIVX (1.10). MBXFX is a more actively managed with annual turnover of: 48.00 vs. DBIVX (39.00). DBIVX (2500) and MBXFX (2500) have matching initial minimum investment requirements. DBIVX annual gain was more profitable for investors over the last year : 8.06 vs. MBXFX (-3.40).
| DBIVX | MBXFX | DBIVX / MBXFX | |
| Total Expense Ratio | 1.09 | 3.03 | 36% |
| Annual Report Gross Expense Ratio | 1.10 | 3.03 | 36% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 7.488 | 0.027 | 27,841% |
| Front Load | N/A | N/A | - |
| 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 | 1.14 | 195% |
| Returns for 1 year | 8.06 | -3.40 | -237% |
| Returns for 3 years | 20.55 | 7.93 | 259% |
| Returns for 5 years | 25.47 | N/A | - |
| Returns for 10 years | 51.54 | N/A | - |
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