Ad is loading...
EBSAX vs MBXIX
EBSAX vs MBXIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EBSAX vs. MBXIX commentary
Jan 20, 2025
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 MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.49B vs. EBSAX (1.56B). MBXIX pays higher dividends than EBSAX: MBXIX (1.66) vs EBSAX (1.38). EBSAX was incepted earlier than MBXIX: EBSAX (12 years) vs MBXIX (9 years). MBXIX is a more actively managed with annual turnover of: 30.00 vs. EBSAX (0.00). EBSAX (2500) and MBXIX (2500) have matching initial minimum investment requirements. MBXIX annual gain was more profitable for investors over the last year : 14.16 vs. EBSAX (12.51). MBXIX (37.95) and EBSAX (37.24) have equivalent 5 years return.
| EBSAX | MBXIX | EBSAX / MBXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 2.490 | 3.941 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 8.49B | 18% |
| Annual Yield % from dividends | 1.38 | 1.66 | 83% |
| Returns for 1 year | 12.51 | 14.16 | 88% |
| Returns for 3 years | 23.50 | 23.19 | 101% |
| Returns for 5 years | 37.24 | 37.95 | 98% |
| Returns for 10 years | 17.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...