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DBIVX vs MBXIX
DBIVX vs MBXIX Comparison Chart
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DBIVX vs. MBXIX 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 MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.05B vs. DBIVX (172M). DBIVX pays higher dividends than MBXIX: DBIVX (2.19) vs MBXIX (1.92). DBIVX was incepted earlier than MBXIX: DBIVX (20 years) vs MBXIX (9 years). MBXIX (2.03) is less costly to investors than DBIVX (1.10). MBXIX is a more actively managed with annual turnover of: 48.00 vs. DBIVX (39.00). DBIVX (2500) and MBXIX (2500) have matching initial minimum investment requirements. DBIVX annual gain was more profitable for investors over the last year : 5.86 vs. MBXIX (-0.35). MBXIX return over 5 years is better than : 52.96 vs. DBIVX (24.34).
| DBIVX | MBXIX | DBIVX / MBXIX | |
| Total Expense Ratio | 1.09 | 2.03 | 54% |
| Annual Report Gross Expense Ratio | 1.10 | 2.03 | 54% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | 6.184 | -1.984 | -312% |
| Front Load | N/A | N/A | - |
| 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 | 1.92 | 115% |
| Returns for 1 year | 5.86 | -0.35 | -1,689% |
| Returns for 3 years | 14.63 | 6.92 | 212% |
| Returns for 5 years | 24.34 | 52.96 | 46% |
| Returns for 10 years | 49.88 | N/A | - |
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