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MBXAX vs MBXCX
MBXAX vs MBXCX Comparison Chart
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MBXAX vs. MBXCX commentary
Apr 19, 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 MBXAX is a Buy and MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX (7.63B) and MBXCX (7.63B) have equal amount of cash in the bank . MBXAX pays higher dividends than MBXCX: MBXAX (1.69) vs MBXCX (0.96). MBXAX was incepted earlier than MBXCX: MBXAX (9 years) vs MBXCX (9 years). MBXCX (3.03) is less costly to investors than MBXAX (2.28). MBXAX (48.00) and MBXCX (48.00) have comparable annual turnover. MBXAX (2500) and MBXCX (2500) have matching initial minimum investment requirements. MBXAX annual gain was more profitable for investors over the last year : -6.42 vs. MBXCX (-7.11). MBXAX return over 5 years is better than : 53.72 vs. MBXCX (47.87).
| MBXAX | MBXCX | MBXAX / MBXCX | |
| Total Expense Ratio | 2.28 | 3.03 | 75% |
| Annual Report Gross Expense Ratio | 2.28 | 3.03 | 75% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -7.916 | -8.104 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 7.63B | 100% |
| Annual Yield % from dividends | 1.69 | 0.96 | 177% |
| Returns for 1 year | -6.42 | -7.11 | 90% |
| Returns for 3 years | -0.47 | -2.79 | 17% |
| Returns for 5 years | 53.72 | 47.87 | 112% |
| Returns for 10 years | N/A | N/A | - |
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