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DBIVX vs MBXIX
DBIVX vs MBXIX Comparison
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DBIVX vs MBXIX Comparison Chart in %
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DBIVX vs. MBXIX commentary
Jun 26, 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 MBXIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 10.5B vs. DBIVX (177M). DBIVX pays higher dividends than MBXIX: DBIVX (2.04) vs MBXIX (0.00). DBIVX was incepted earlier than MBXIX: DBIVX (21 years) vs MBXIX (10 years). MBXIX (2.00) is less costly to investors than DBIVX (1.07). MBXIX is a more actively managed with annual turnover of: 19.00 vs. DBIVX (12.00). DBIVX (2500) and MBXIX (2500) have matching initial minimum investment requirements. MBXIX annual gain was more profitable for investors over the last year : 21.37 vs. DBIVX (10.07). MBXIX return over 5 years is better than : 38.28 vs. DBIVX (22.71).
| DBIVX | MBXIX | DBIVX / MBXIX | |
| Total Expense Ratio | 0.87 | 2.00 | 44% |
| Annual Report Gross Expense Ratio | 1.07 | 2.00 | 54% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 2.309 | 15.823 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 10.5B | 2% |
| Annual Yield % from dividends | 2.04 | 0.00 | 928,400% |
| Returns for 1 year | 10.07 | 21.37 | 47% |
| Returns for 3 years | 26.61 | 40.05 | 66% |
| Returns for 5 years | 22.71 | 38.28 | 59% |
| Returns for 10 years | 81.65 | 113.18 | 72% |
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