Interact to see
Advertisement
Advertisement
EBSIX vs MBXAX
EBSIX vs MBXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EBSIX vs. MBXAX commentary
Sep 17, 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 EBSIX is a Hold and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.34B vs. EBSIX (1.97B). MBXAX (1.63) and EBSIX (1.56) have matching dividends . EBSIX was incepted earlier than MBXAX: EBSIX (13 years) vs MBXAX (10 years). MBXAX (2.28) is less costly to investors than EBSIX (1.84). MBXAX is a more actively managed with annual turnover of: 48.00 vs. EBSIX (0.00). MBXAX has a lower initial minimum investment than EBSIX: MBXAX (2500) vs EBSIX (10000). MBXAX annual gain was more profitable for investors over the last year : 6.36 vs. EBSIX (1.36). MBXAX return over 5 years is better than : 50.19 vs. EBSIX (42.07).
| EBSIX | MBXAX | EBSIX / MBXAX | |
| Total Expense Ratio | 1.75 | 2.28 | 77% |
| Annual Report Gross Expense Ratio | 1.84 | 2.28 | 81% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 0.307 | 2.543 | 12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 8.34B | 24% |
| Annual Yield % from dividends | 1.56 | 1.63 | 95% |
| Returns for 1 year | 1.36 | 6.36 | 21% |
| Returns for 3 years | -5.38 | 12.69 | -42% |
| Returns for 5 years | 42.07 | 50.19 | 84% |
| Returns for 10 years | 27.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement