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MBXIX vs PBAIX
MBXIX vs PBAIX Comparison
Open Charts MBXIX vs PBAIX
MBXIX vs PBAIX Comparison Chart in %
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MBXIX vs. PBAIX commentary
Jul 22, 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 MBXIX is a Hold and PBAIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 10.5B vs. PBAIX (5.95B). MBXIX (0.00) and PBAIX (0.00) have matching dividends . MBXIX was incepted earlier than PBAIX: MBXIX (11 years) vs PBAIX (33 years). MBXIX (2.00) is less costly to investors than PBAIX (0.77). PBAIX is a more actively managed with annual turnover of: 83.00 vs. MBXIX (19.00). MBXIX has a lower initial minimum investment than PBAIX: MBXIX (2500) vs PBAIX (2000000). MBXIX annual gain was more profitable for investors over the last year : 15.88 vs. PBAIX (10.52). MBXIX (39.44) and PBAIX (38.96) have equivalent 5 years return.
| MBXIX | PBAIX | MBXIX / PBAIX | |
| Total Expense Ratio | 2.00 | 0.77 | 260% |
| Annual Report Gross Expense Ratio | 2.00 | 0.77 | 260% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 14.021 | 9.614 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 5.95B | 176% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.88 | 10.52 | 151% |
| Returns for 3 years | 35.49 | 30.48 | 116% |
| Returns for 5 years | 39.44 | 38.96 | 101% |
| Returns for 10 years | 93.93 | 61.32 | 153% |
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