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MBXIX vs PBAIX
MBXIX vs PBAIX Comparison Chart in %
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MBXIX vs. PBAIX commentary
Jul 01, 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: 8.18B vs. PBAIX (3.13B). MBXIX pays higher dividends than PBAIX: MBXIX (1.92) 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: 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 : 8.05 vs. MBXIX (-1.02). MBXIX return over 5 years is better than : 60.56 vs. PBAIX (27.73).
| 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 | 0.206 | 3.906 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.18B | 3.13B | 261% |
| Annual Yield % from dividends | 1.92 | 0.00 | - |
| Returns for 1 year | -1.02 | 8.05 | -13% |
| Returns for 3 years | 15.05 | 24.62 | 61% |
| Returns for 5 years | 60.56 | 27.73 | 218% |
| Returns for 10 years | N/A | 35.05 | - |
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