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MBXAX vs MBXIX
MBXAX vs MBXIX Comparison Chart
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MBXAX vs. MBXIX 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 MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX (7.63B) and MBXIX (7.63B) have equal amount of cash in the bank . MBXIX pays higher dividends than MBXAX: MBXIX (1.90) vs MBXAX (1.69). MBXAX was incepted earlier than MBXIX: MBXAX (9 years) vs MBXIX (9 years). MBXAX (2.28) is less costly to investors than MBXIX (2.03). MBXAX (48.00) and MBXIX (48.00) have comparable annual turnover. MBXAX (2500) and MBXIX (2500) have matching initial minimum investment requirements. MBXIX (-6.17) and MBXAX (-6.42) have marching annual gain over last year. MBXIX (55.68) and MBXAX (53.72) have equivalent 5 years return.
| MBXAX | MBXIX | MBXAX / MBXIX | |
| Total Expense Ratio | 2.28 | 2.03 | 112% |
| Annual Report Gross Expense Ratio | 2.28 | 2.03 | 112% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -7.916 | -7.857 | 101% |
| 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 | 1.90 | 89% |
| Returns for 1 year | -6.42 | -6.17 | 104% |
| Returns for 3 years | -0.47 | 0.30 | -157% |
| Returns for 5 years | 53.72 | 55.68 | 96% |
| Returns for 10 years | N/A | N/A | - |
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