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MBXCX vs MBXIX
MBXCX vs MBXIX Comparison Chart
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MBXCX 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 MBXCX is a Buy and MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX (7.63B) and MBXIX (7.63B) have equal amount of cash in the bank . MBXIX pays higher dividends than MBXCX: MBXIX (1.90) vs MBXCX (0.96). MBXCX was incepted earlier than MBXIX: MBXCX (9 years) vs MBXIX (9 years). MBXCX (3.03) is less costly to investors than MBXIX (2.03). MBXCX (48.00) and MBXIX (48.00) have comparable annual turnover. MBXCX (2500) and MBXIX (2500) have matching initial minimum investment requirements. MBXIX annual gain was more profitable for investors over the last year : -6.17 vs. MBXCX (-7.11). MBXIX return over 5 years is better than : 55.68 vs. MBXCX (47.87).
| MBXCX | MBXIX | MBXCX / MBXIX | |
| Total Expense Ratio | 3.03 | 2.03 | 149% |
| Annual Report Gross Expense Ratio | 3.03 | 2.03 | 149% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -8.104 | -7.857 | 103% |
| Front Load | N/A | 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 | 0.96 | 1.90 | 50% |
| Returns for 1 year | -7.11 | -6.17 | 115% |
| Returns for 3 years | -2.79 | 0.30 | -930% |
| Returns for 5 years | 47.87 | 55.68 | 86% |
| Returns for 10 years | N/A | N/A | - |
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