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EBSAX vs MBXAX
EBSAX vs MBXAX Comparison Chart in %
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EBSAX vs. MBXAX commentary
Jul 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 EBSAX is a Hold and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.34B vs. EBSAX (1.97B). MBXAX pays higher dividends than EBSAX: MBXAX (1.65) vs EBSAX (1.21). EBSAX was incepted earlier than MBXAX: EBSAX (12 years) vs MBXAX (10 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 : 5.11 vs. MBXAX (0.33). MBXAX return over 5 years is better than : 58.76 vs. EBSAX (38.67).
| 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 | 10 years | - |
| Gain YTD | 1.349 | 2.154 | 63% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 8.34B | 24% |
| Annual Yield % from dividends | 1.21 | 1.65 | 73% |
| Returns for 1 year | 5.11 | 0.33 | 1,566% |
| Returns for 3 years | -1.62 | 12.47 | -13% |
| Returns for 5 years | 38.67 | 58.76 | 66% |
| Returns for 10 years | 26.61 | N/A | - |
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