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EBSAX vs MBXFX
EBSAX vs MBXFX Comparison
Open Charts EBSAX vs MBXFX
EBSAX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 10.4B vs. EBSAX (2.16B). EBSAX pays higher dividends than MBXFX: EBSAX (2.77) vs MBXFX (0.00). EBSAX was incepted earlier than MBXFX: EBSAX (13 years) vs MBXFX (6 years). MBXFX (3.00) is less costly to investors than EBSAX (2.10). MBXFX is a more actively managed with annual turnover of: 19.00 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 : 18.95 vs. EBSAX (7.10). EBSAX (31.40) and MBXFX (30.44) have equivalent 5 years return.
| EBSAX | MBXFX | EBSAX / MBXFX | |
| Total Expense Ratio | 2.01 | 3.00 | 67% |
| Annual Report Gross Expense Ratio | 2.10 | 3.00 | 70% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 8.442 | 14.520 | 58% |
| Front Load | 4% | N/A | - |
| 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 | 18.95 | 37% |
| Returns for 3 years | 11.70 | 35.03 | 33% |
| Returns for 5 years | 31.40 | 30.44 | 103% |
| Returns for 10 years | 38.35 | N/A | - |
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