Ad is loading...
MBXIX vs PCBAX
MBXIX vs PCBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MBXIX vs. PCBAX commentary
Apr 11, 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 Hold and PCBAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 7.73B vs. PCBAX (2.71B). MBXIX pays higher dividends than PCBAX: MBXIX (1.90) vs PCBAX (0.00). MBXIX was incepted earlier than PCBAX: MBXIX (9 years) vs PCBAX (36 years). MBXIX (2.03) is less costly to investors than PCBAX (1.09). PCBAX is a more actively managed with annual turnover of: 146.00 vs. MBXIX (48.00). PCBAX has a lower initial minimum investment than MBXIX: PCBAX (1000) vs MBXIX (2500). PCBAX annual gain was more profitable for investors over the last year : 3.26 vs. MBXIX (-7.04). MBXIX return over 5 years is better than : 57.53 vs. PCBAX (25.89).
| MBXIX | PCBAX | MBXIX / PCBAX | |
| Total Expense Ratio | 2.03 | 1.09 | 186% |
| Annual Report Gross Expense Ratio | 2.03 | 1.09 | 186% |
| Fund Existence | 9 years | 36 years | - |
| Gain YTD | -7.883 | -0.205 | 3,841% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 2.71B | 285% |
| Annual Yield % from dividends | 1.90 | 0.00 | - |
| Returns for 1 year | -7.04 | 3.26 | -216% |
| Returns for 3 years | 2.02 | 16.56 | 12% |
| Returns for 5 years | 57.53 | 25.89 | 222% |
| Returns for 10 years | N/A | 22.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...