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EBSAX vs MBXAX
EBSAX vs MBXAX Comparison Chart
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EBSAX vs. MBXAX commentary
Apr 19, 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 EBSAX is a Hold and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 7.63B vs. EBSAX (1.9B). MBXAX pays higher dividends than EBSAX: MBXAX (1.69) vs EBSAX (1.16). EBSAX was incepted earlier than MBXAX: EBSAX (12 years) vs MBXAX (9 years). MBXAX (2.28) is less costly to investors than EBSAX (2.09). MBXAX is a more actively managed with annual turnover of: 48.00 vs. EBSAX (0.00). MBXAX initial investment is less costly to investors than EBSAX (4%) vs EBSAX (4%). EBSAX (2500) and MBXAX (2500) have matching initial minimum investment requirements. EBSAX annual gain was more profitable for investors over the last year : 6.31 vs. MBXAX (-6.42). MBXAX return over 5 years is better than : 53.72 vs. EBSAX (34.13).
| EBSAX | MBXAX | EBSAX / MBXAX | |
| Total Expense Ratio | 2.00 | 2.28 | 88% |
| Annual Report Gross Expense Ratio | 2.09 | 2.28 | 92% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 2.178 | -7.916 | -28% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 7.63B | 25% |
| Annual Yield % from dividends | 1.16 | 1.69 | 69% |
| Returns for 1 year | 6.31 | -6.42 | -98% |
| Returns for 3 years | 5.81 | -0.47 | -1,238% |
| Returns for 5 years | 34.13 | 53.72 | 64% |
| Returns for 10 years | 10.69 | N/A | - |
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