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EBSAX vs MBXIX
EBSAX vs MBXIX Comparison
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EBSAX vs MBXIX Comparison Chart in %
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EBSAX vs. MBXIX commentary
Jul 15, 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 MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 10.5B vs. EBSAX (2.17B). EBSAX pays higher dividends than MBXIX: EBSAX (2.79) vs MBXIX (0.00). EBSAX was incepted earlier than MBXIX: EBSAX (13 years) vs MBXIX (11 years). EBSAX (2.10) and MBXIX (2.00) have similar cost to investors . MBXIX is a more actively managed with annual turnover of: 19.00 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 : 16.32 vs. EBSAX (4.10). MBXIX return over 5 years is better than : 38.22 vs. EBSAX (28.45).
| EBSAX | MBXIX | EBSAX / MBXIX | |
| Total Expense Ratio | 2.00 | 2.00 | 100% |
| Annual Report Gross Expense Ratio | 2.10 | 2.00 | 105% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 6.494 | 14.540 | 45% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 10.5B | 21% |
| Annual Yield % from dividends | 2.79 | 0.00 | - |
| Returns for 1 year | 4.10 | 16.32 | 25% |
| Returns for 3 years | 10.86 | 36.45 | 30% |
| Returns for 5 years | 28.45 | 38.22 | 74% |
| Returns for 10 years | 30.65 | 96.71 | 32% |
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