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MBXFX vs MBXIX
MBXFX vs MBXIX Comparison Chart
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FUNDAMENTALS
Fundamentals
MBXFX (7.63B) and MBXIX (7.63B) have equal amount of cash in the bank . MBXIX pays higher dividends than MBXFX: MBXIX (1.90) vs MBXFX (1.16). MBXFX was incepted earlier than MBXIX: MBXFX (4 years) vs MBXIX (9 years). MBXFX (3.03) is less costly to investors than MBXIX (2.03). MBXFX (48.00) and MBXIX (48.00) have comparable annual turnover. MBXFX (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. MBXFX (-7.12).
| MBXFX | MBXIX | MBXFX / MBXIX | |
| Total Expense Ratio | 3.03 | 2.03 | 149% |
| Annual Report Gross Expense Ratio | 3.03 | 2.03 | 149% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -8.120 | -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 | 1.16 | 1.90 | 61% |
| Returns for 1 year | -7.12 | -6.17 | 115% |
| Returns for 3 years | -2.83 | 0.30 | -943% |
| Returns for 5 years | N/A | 55.68 | - |
| Returns for 10 years | N/A | N/A | - |
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