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DVRLX vs MBXCX
DVRLX vs MBXCX Comparison Chart
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DVRLX vs. MBXCX commentary
Jun 02, 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 MBXCX is a Hold.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 7.98B vs. DVRLX (158M). DVRLX pays higher dividends than MBXCX: DVRLX (1.62) vs MBXCX (0.97). DVRLX was incepted earlier than MBXCX: DVRLX (17 years) vs MBXCX (9 years). MBXCX (3.03) is less costly to investors than DVRLX (1.22). MBXCX is a more actively managed with annual turnover of: 48.00 vs. DVRLX (38.00). DVRLX has a lower initial minimum investment than MBXCX: DVRLX (0) vs MBXCX (2500). DVRLX annual gain was more profitable for investors over the last year : 9.00 vs. MBXCX (-4.65). MBXCX return over 5 years is better than : 47.85 vs. DVRLX (34.21).
| DVRLX | MBXCX | DVRLX / MBXCX | |
| Total Expense Ratio | 1.01 | 3.03 | 33% |
| Annual Report Gross Expense Ratio | 1.22 | 3.03 | 40% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 6.809 | -3.172 | -215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 7.98B | 2% |
| Annual Yield % from dividends | 1.62 | 0.97 | 168% |
| Returns for 1 year | 9.00 | -4.65 | -194% |
| Returns for 3 years | 27.27 | 3.23 | 843% |
| Returns for 5 years | 34.21 | 47.85 | 71% |
| Returns for 10 years | 42.12 | N/A | - |
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