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EBSIX vs MBXIX
EBSIX vs MBXIX Comparison Chart in %
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EBSIX vs. MBXIX 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 MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.34B vs. EBSIX (1.97B). MBXIX pays higher dividends than EBSIX: MBXIX (1.83) vs EBSIX (1.56). EBSIX was incepted earlier than MBXIX: EBSIX (13 years) vs MBXIX (10 years). MBXIX (2.03) is less costly to investors than EBSIX (1.84). MBXIX is a more actively managed with annual turnover of: 48.00 vs. EBSIX (0.00). MBXIX has a lower initial minimum investment than EBSIX: MBXIX (2500) vs EBSIX (10000). MBXIX annual gain was more profitable for investors over the last year : 6.64 vs. EBSIX (1.36). MBXIX return over 5 years is better than : 52.14 vs. EBSIX (42.07).
| EBSIX | MBXIX | EBSIX / MBXIX | |
| Total Expense Ratio | 1.75 | 2.03 | 86% |
| Annual Report Gross Expense Ratio | 1.84 | 2.03 | 91% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 0.307 | 2.705 | 11% |
| Front Load | N/A | N/A | - |
| 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 | 1.83 | 85% |
| Returns for 1 year | 1.36 | 6.64 | 20% |
| Returns for 3 years | -5.38 | 13.57 | -40% |
| Returns for 5 years | 42.07 | 52.14 | 81% |
| Returns for 10 years | 27.94 | N/A | - |
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