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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 24, 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: 10.4B vs. EBSAX (2.16B). 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 : 19.80 vs. EBSAX (7.10). MBXAX return over 5 years is better than : 35.60 vs. EBSAX (31.40).
| 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 | 8.442 | 14.905 | 57% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 10.4B | 21% |
| Annual Yield % from dividends | 2.77 | 0.00 | - |
| Returns for 1 year | 7.10 | 19.80 | 36% |
| Returns for 3 years | 11.70 | 38.13 | 31% |
| Returns for 5 years | 31.40 | 35.60 | 88% |
| Returns for 10 years | 38.35 | 105.85 | 36% |
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