Interact to see
Advertisement
Advertisement
MBXAX vs MBXFX
MBXAX vs MBXFX Comparison
Open Charts MBXAX vs MBXFX
MBXAX vs MBXFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBXAX vs. MBXFX commentary
Sep 13, 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 MBXAX is a Hold and MBXFX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX (11.1B) and MBXFX (11.1B) have equal amount of cash in the bank . MBXAX (0.00) and MBXFX (0.00) have matching dividends . MBXAX was incepted earlier than MBXFX: MBXAX (11 years) vs MBXFX (6 years). MBXFX (3.00) is less costly to investors than MBXAX (2.25). MBXAX (19.00) and MBXFX (19.00) have comparable annual turnover. MBXAX (2500) and MBXFX (2500) have matching initial minimum investment requirements. MBXAX (18.88) and MBXFX (18.01) have marching annual gain over last year. MBXAX return over 5 years is better than : 42.70 vs. MBXFX (37.27).
| MBXAX | MBXFX | MBXAX / MBXFX | |
| Total Expense Ratio | 2.25 | 3.00 | 75% |
| Annual Report Gross Expense Ratio | 2.25 | 3.00 | 75% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 17.074 | 16.471 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.88 | 18.01 | 105% |
| Returns for 3 years | 30.86 | 27.92 | 111% |
| Returns for 5 years | 42.70 | 37.27 | 115% |
| Returns for 10 years | 101.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers