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DBIVX vs MBXIX
DBIVX vs MBXIX Comparison Chart in %
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DBIVX vs. MBXIX commentary
Sep 08, 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: 8.27B vs. DBIVX (168M). DBIVX pays higher dividends than MBXIX: DBIVX (2.18) vs MBXIX (1.83). DBIVX was incepted earlier than MBXIX: DBIVX (21 years) vs MBXIX (10 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. MBXIX (7.36) and DBIVX (7.11) have marching annual gain over last year. MBXIX return over 5 years is better than : 52.72 vs. DBIVX (26.57).
| DBIVX | MBXIX | DBIVX / MBXIX | |
| Total Expense Ratio | 1.09 | 2.03 | 54% |
| Annual Report Gross Expense Ratio | 1.10 | 2.03 | 54% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 9.794 | 1.984 | 494% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 8.27B | 2% |
| Annual Yield % from dividends | 2.18 | 1.83 | 119% |
| Returns for 1 year | 7.11 | 7.36 | 97% |
| Returns for 3 years | 24.94 | 14.09 | 177% |
| Returns for 5 years | 26.57 | 52.72 | 50% |
| Returns for 10 years | 66.27 | N/A | - |
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