Interact to see
Advertisement
Advertisement
MBXIX vs PBAIX
MBXIX vs PBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBXIX vs. PBAIX commentary
Sep 10, 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: 8.27B vs. PBAIX (3.48B). MBXIX pays higher dividends than PBAIX: MBXIX (1.83) vs PBAIX (0.00). MBXIX was incepted earlier than PBAIX: MBXIX (10 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: 108.00 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 : 15.40 vs. MBXIX (8.02). MBXIX return over 5 years is better than : 51.84 vs. PBAIX (32.30).
| MBXIX | PBAIX | MBXIX / PBAIX | |
| Total Expense Ratio | 2.03 | 0.82 | 248% |
| Annual Report Gross Expense Ratio | 2.03 | 0.82 | 248% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 1.984 | 7.475 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.27B | 3.48B | 238% |
| Annual Yield % from dividends | 1.83 | 0.00 | - |
| Returns for 1 year | 8.02 | 15.40 | 52% |
| Returns for 3 years | 12.89 | 25.90 | 50% |
| Returns for 5 years | 51.84 | 32.30 | 160% |
| Returns for 10 years | N/A | 44.87 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement