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EBSIX vs MBXAX
EBSIX vs MBXAX Comparison Chart
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EBSIX vs. MBXAX commentary
Feb 24, 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 Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.4B vs. EBSIX (1.68B). EBSIX pays higher dividends than MBXAX: EBSIX (1.72) vs MBXAX (1.45). EBSIX was incepted earlier than MBXAX: EBSIX (12 years) vs MBXAX (9 years). MBXAX is a more actively managed with annual turnover of: 30.00 vs. EBSIX (0.00). MBXAX has a lower initial minimum investment than EBSIX: MBXAX (2500) vs EBSIX (10000). EBSIX annual gain was more profitable for investors over the last year : 8.38 vs. MBXAX (3.47). EBSIX return over 5 years is better than : 32.72 vs. MBXAX (30.42).
| EBSIX | MBXAX | EBSIX / MBXAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 2.664 | 0.571 | 467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 2500 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 8.4B | 20% |
| Annual Yield % from dividends | 1.72 | 1.45 | 119% |
| Returns for 1 year | 8.38 | 3.47 | 242% |
| Returns for 3 years | 21.44 | 20.73 | 103% |
| Returns for 5 years | 32.72 | 30.42 | 108% |
| Returns for 10 years | 17.63 | N/A | - |
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