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MBXIX vs PCBAX
MBXIX vs PCBAX Comparison Chart
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MBXIX vs. PCBAX commentary
Dec 19, 2024
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: 8.08B vs. PCBAX (2.25B). PCBAX pays higher dividends than MBXIX: PCBAX (10.87) vs MBXIX (1.66). MBXIX was incepted earlier than PCBAX: MBXIX (9 years) vs PCBAX (36 years). PCBAX is a more actively managed with annual turnover of: 172.00 vs. MBXIX (30.00). PCBAX has a lower initial minimum investment than MBXIX: PCBAX (1000) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 12.92 vs. PCBAX (10.98). MBXIX return over 5 years is better than : 36.56 vs. PCBAX (24.68).
| MBXIX | PCBAX | MBXIX / PCBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 36 years | - |
| Gain YTD | 13.695 | 11.204 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.08B | 2.25B | 359% |
| Annual Yield % from dividends | 1.66 | 10.87 | 15% |
| Returns for 1 year | 12.92 | 10.98 | 118% |
| Returns for 3 years | 17.89 | 18.16 | 98% |
| Returns for 5 years | 36.56 | 24.68 | 148% |
| Returns for 10 years | N/A | 22.86 | - |
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