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MBXAX vs MGINX
MBXAX vs MGINX Comparison Chart
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MBXAX vs. MGINX commentary
May 22, 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 MGINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.07B vs. MGINX (170M). MGINX pays higher dividends than MBXAX: MGINX (2.26) vs MBXAX (1.75). MBXAX was incepted earlier than MGINX: MBXAX (9 years) vs MGINX (30 years). MBXAX (2.28) is less costly to investors than MGINX (0.98). MBXAX is a more actively managed with annual turnover of: 48.00 vs. MGINX (39.00). MBXAX has a lower initial minimum investment than MGINX: MBXAX (2500) vs MGINX (1000000). MGINX annual gain was more profitable for investors over the last year : 5.31 vs. MBXAX (-2.79). MBXAX return over 5 years is better than : 57.92 vs. MGINX (26.74).
| MBXAX | MGINX | MBXAX / MGINX | |
| Total Expense Ratio | 2.28 | 0.98 | 233% |
| Annual Report Gross Expense Ratio | 2.28 | 0.98 | 233% |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | -1.765 | 5.501 | -32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.07B | 170M | 4,748% |
| Annual Yield % from dividends | 1.75 | 2.26 | 77% |
| Returns for 1 year | -2.79 | 5.31 | -53% |
| Returns for 3 years | 5.90 | 15.47 | 38% |
| Returns for 5 years | 57.92 | 26.74 | 217% |
| Returns for 10 years | N/A | 45.84 | - |
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