Interact to see
Advertisement
Advertisement
EBSAX vs MBXFX
EBSAX vs MBXFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.34B vs. EBSAX (1.97B). EBSAX pays higher dividends than MBXFX: EBSAX (1.23) vs MBXFX (1.12). EBSAX was incepted earlier than MBXFX: EBSAX (13 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than EBSAX (2.09). MBXFX is a more actively managed with annual turnover of: 48.00 vs. EBSAX (0.00). EBSAX (2500) and MBXFX (2500) have matching initial minimum investment requirements. MBXFX annual gain was more profitable for investors over the last year : 5.57 vs. EBSAX (1.03).
| EBSAX | MBXFX | EBSAX / MBXFX | |
| Total Expense Ratio | 2.00 | 3.03 | 66% |
| Annual Report Gross Expense Ratio | 2.09 | 3.03 | 69% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 0.104 | 1.990 | 5% |
| Front Load | 4% | N/A | - |
| 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 | 1.23 | 1.12 | 110% |
| Returns for 1 year | 1.03 | 5.57 | 19% |
| Returns for 3 years | -6.34 | 10.02 | -63% |
| Returns for 5 years | 40.02 | N/A | - |
| Returns for 10 years | 24.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers