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DVRLX vs MBXAX
DVRLX vs MBXAX Comparison Chart
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DVRLX vs. MBXAX 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 DVRLX is a Buy and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.05B vs. DVRLX (160M). MBXAX (1.71) and DVRLX (1.62) have matching dividends . DVRLX was incepted earlier than MBXAX: DVRLX (17 years) vs MBXAX (9 years). MBXAX (2.28) is less costly to investors than DVRLX (1.22). MBXAX is a more actively managed with annual turnover of: 48.00 vs. DVRLX (38.00). DVRLX has a lower initial minimum investment than MBXAX: DVRLX (0) vs MBXAX (2500). DVRLX annual gain was more profitable for investors over the last year : 8.81 vs. MBXAX (-1.23). MBXAX return over 5 years is better than : 50.72 vs. DVRLX (31.90).
| DVRLX | MBXAX | DVRLX / MBXAX | |
| Total Expense Ratio | 1.01 | 2.28 | 44% |
| Annual Report Gross Expense Ratio | 1.22 | 2.28 | 54% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 7.192 | -2.284 | -315% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 8.05B | 2% |
| Annual Yield % from dividends | 1.62 | 1.71 | 95% |
| Returns for 1 year | 8.81 | -1.23 | -715% |
| Returns for 3 years | 27.61 | 7.05 | 392% |
| Returns for 5 years | 31.90 | 50.72 | 63% |
| Returns for 10 years | 43.55 | N/A | - |
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