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EBSAX vs MBXAX
EBSAX vs MBXAX Comparison
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EBSAX vs MBXAX Comparison Chart in %
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EBSAX vs. MBXAX commentary
Jun 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 10.1B vs. EBSAX (2.15B). EBSAX pays higher dividends than MBXAX: EBSAX (2.77) vs MBXAX (0.00). EBSAX was incepted earlier than MBXAX: EBSAX (13 years) vs MBXAX (10 years). MBXAX (2.25) is less costly to investors than EBSAX (2.10). MBXAX is a more actively managed with annual turnover of: 19.00 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. MBXAX annual gain was more profitable for investors over the last year : 19.58 vs. EBSAX (5.75). MBXAX return over 5 years is better than : 33.67 vs. EBSAX (29.84).
| EBSAX | MBXAX | EBSAX / MBXAX | |
| Total Expense Ratio | 2.01 | 2.25 | 89% |
| Annual Report Gross Expense Ratio | 2.10 | 2.25 | 93% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 9.740 | 12.961 | 75% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 10.1B | 21% |
| Annual Yield % from dividends | 2.77 | 0.00 | - |
| Returns for 1 year | 5.75 | 19.58 | 29% |
| Returns for 3 years | 11.51 | 36.55 | 31% |
| Returns for 5 years | 29.84 | 33.67 | 89% |
| Returns for 10 years | 40.55 | 100.29 | 40% |
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