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DVRLX vs MBXFX
DVRLX vs MBXFX Comparison Chart
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.05B vs. DVRLX (160M). DVRLX pays higher dividends than MBXFX: DVRLX (1.62) vs MBXFX (1.17). DVRLX was incepted earlier than MBXFX: DVRLX (17 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than DVRLX (1.22). MBXFX is a more actively managed with annual turnover of: 48.00 vs. DVRLX (38.00). DVRLX has a lower initial minimum investment than MBXFX: DVRLX (0) vs MBXFX (2500). DVRLX annual gain was more profitable for investors over the last year : 8.81 vs. MBXFX (-2.00).
| DVRLX | MBXFX | DVRLX / MBXFX | |
| Total Expense Ratio | 1.01 | 3.03 | 33% |
| Annual Report Gross Expense Ratio | 1.22 | 3.03 | 40% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 7.192 | -2.608 | -276% |
| Front Load | N/A | N/A | - |
| 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 | 1.17 | 139% |
| Returns for 1 year | 8.81 | -2.00 | -441% |
| Returns for 3 years | 27.61 | 4.52 | 611% |
| Returns for 5 years | 31.90 | N/A | - |
| Returns for 10 years | 43.55 | N/A | - |
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