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MBXFX vs MBXIX
MBXFX vs MBXIX Comparison
Open Charts MBXFX vs MBXIX
MBXFX vs MBXIX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 10.69B. The market cap for tickers in the group ranges from 10.69B to 10.69B. MBXIX holds the highest valuation in this group at 10.69B. The lowest valued company is MBXIX at 10.69B.
High and low price notable news
The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was -1%, and the average quarterly price growth was 6%. MBXIX experienced the highest price growth at -0%, while MBXFX experienced the biggest fall at -0%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
MBXFX vs. MBXIX commentary
Sep 02, 2026
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 MBXFX is a Hold and MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXFX (10.7B) and MBXIX (10.7B) have equal amount of cash in the bank . MBXFX (0.00) and MBXIX (0.00) have matching dividends . MBXFX was incepted earlier than MBXIX: MBXFX (6 years) vs MBXIX (11 years). MBXFX (3.00) is less costly to investors than MBXIX (2.00). MBXFX (19.00) and MBXIX (19.00) 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 : 16.07 vs. MBXFX (14.92). MBXIX return over 5 years is better than : 38.40 vs. MBXFX (31.44).
| MBXFX | MBXIX | MBXFX / MBXIX | |
| Total Expense Ratio | 3.00 | 2.00 | 150% |
| Annual Report Gross Expense Ratio | 3.00 | 2.00 | 150% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 12.464 | 13.231 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 10.7B | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.92 | 16.07 | 93% |
| Returns for 3 years | 25.73 | 29.60 | 87% |
| Returns for 5 years | 31.44 | 38.40 | 82% |
| Returns for 10 years | N/A | 91.73 | - |
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