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EBSAX vs MBXFX
EBSAX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.34B vs. EBSAX (1.97B). EBSAX pays higher dividends than MBXFX: EBSAX (1.21) vs MBXFX (1.14). EBSAX was incepted earlier than MBXFX: EBSAX (12 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. EBSAX annual gain was more profitable for investors over the last year : 5.11 vs. MBXFX (-0.44).
| EBSAX | MBXFX | EBSAX / MBXFX | |
| Total Expense Ratio | 2.00 | 3.03 | 66% |
| Annual Report Gross Expense Ratio | 2.09 | 3.03 | 69% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 1.349 | 1.775 | 76% |
| 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 | 1.21 | 1.14 | 107% |
| Returns for 1 year | 5.11 | -0.44 | -1,166% |
| Returns for 3 years | -1.62 | 9.82 | -16% |
| Returns for 5 years | 38.67 | N/A | - |
| Returns for 10 years | 26.61 | N/A | - |
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