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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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EBSAX vs. MBXFX commentary
Sep 02, 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 MBXFX is a Hold.
FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 10.7B vs. EBSAX (2.28B). EBSAX pays higher dividends than MBXFX: EBSAX (2.84) vs MBXFX (0.00). EBSAX was incepted earlier than MBXFX: EBSAX (14 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 : 15.21 vs. EBSAX (8.20). EBSAX (31.77) and MBXFX (30.50) have equivalent 5 years return.
| EBSAX | MBXFX | EBSAX / MBXFX | |
| Total Expense Ratio | 2.00 | 3.00 | 67% |
| Annual Report Gross Expense Ratio | 2.10 | 3.00 | 70% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 8.874 | 12.750 | 70% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 10.7B | 21% |
| Annual Yield % from dividends | 2.84 | 0.00 | - |
| Returns for 1 year | 8.20 | 15.21 | 54% |
| Returns for 3 years | 12.62 | 26.05 | 48% |
| Returns for 5 years | 31.77 | 30.50 | 104% |
| Returns for 10 years | 36.51 | N/A | - |
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