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MBXAX vs PBAIX
MBXAX vs PBAIX Comparison Chart
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MBXAX vs. PBAIX commentary
Apr 11, 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 Hold and PBAIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 7.4B vs. PBAIX (2.68B). MBXAX pays higher dividends than PBAIX: MBXAX (1.69) vs PBAIX (0.00). MBXAX was incepted earlier than PBAIX: MBXAX (9 years) vs PBAIX (32 years). MBXAX (2.28) is less costly to investors than PBAIX (0.82). PBAIX is a more actively managed with annual turnover of: 146.00 vs. MBXAX (48.00). MBXAX has a lower initial minimum investment than PBAIX: MBXAX (2500) vs PBAIX (2000000). PBAIX annual gain was more profitable for investors over the last year : 0.98 vs. MBXAX (-10.48). MBXAX return over 5 years is better than : 48.84 vs. PBAIX (24.01).
| MBXAX | PBAIX | MBXAX / PBAIX | |
| Total Expense Ratio | 2.28 | 0.82 | 278% |
| Annual Report Gross Expense Ratio | 2.28 | 0.82 | 278% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | -11.913 | -2.828 | 421% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.4B | 2.68B | 276% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -10.48 | 0.98 | -1,070% |
| Returns for 3 years | -4.21 | 13.83 | -30% |
| Returns for 5 years | 48.84 | 24.01 | 203% |
| Returns for 10 years | N/A | 22.42 | - |
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