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MBXIX vs PBAIX
MBXIX vs PBAIX Comparison Chart
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MBXIX vs. PBAIX commentary
May 07, 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 MBXIX is a Buy and PBAIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 7.85B vs. PBAIX (2.88B). MBXIX pays higher dividends than PBAIX: MBXIX (1.96) vs PBAIX (0.00). MBXIX was incepted earlier than PBAIX: MBXIX (9 years) vs PBAIX (32 years). MBXIX (2.03) is less costly to investors than PBAIX (0.82). PBAIX is a more actively managed with annual turnover of: 146.00 vs. MBXIX (48.00). MBXIX has a lower initial minimum investment than PBAIX: MBXIX (2500) vs PBAIX (2000000). PBAIX annual gain was more profitable for investors over the last year : 6.09 vs. MBXIX (-3.47). MBXIX return over 5 years is better than : 59.34 vs. PBAIX (26.87).
| MBXIX | PBAIX | MBXIX / PBAIX | |
| Total Expense Ratio | 2.03 | 0.82 | 248% |
| Annual Report Gross Expense Ratio | 2.03 | 0.82 | 248% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | -4.199 | 2.020 | -208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.85B | 2.88B | 273% |
| Annual Yield % from dividends | 1.96 | 0.00 | - |
| Returns for 1 year | -3.47 | 6.09 | -57% |
| Returns for 3 years | 6.13 | 22.18 | 28% |
| Returns for 5 years | 59.34 | 26.87 | 221% |
| Returns for 10 years | N/A | 31.18 | - |
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