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MBXIX vs PCBAX
MBXIX vs PCBAX Comparison Chart in %
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MBXIX vs. PCBAX commentary
Oct 14, 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 PCBAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.37B vs. PCBAX (3.65B). MBXIX pays higher dividends than PCBAX: MBXIX (1.82) vs PCBAX (0.00). MBXIX was incepted earlier than PCBAX: MBXIX (10 years) vs PCBAX (37 years). MBXIX (2.03) is less costly to investors than PCBAX (1.07). PCBAX is a more actively managed with annual turnover of: 108.00 vs. MBXIX (19.00). 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 : 10.24 vs. MBXIX (4.60). MBXIX return over 5 years is better than : 49.03 vs. PCBAX (29.70).
| MBXIX | PCBAX | MBXIX / PCBAX | |
| Total Expense Ratio | 2.03 | 1.06 | 192% |
| Annual Report Gross Expense Ratio | 2.03 | 1.07 | 190% |
| Fund Existence | 10 years | 37 years | - |
| Gain YTD | 3.091 | 6.772 | 46% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.37B | 3.65B | 229% |
| Annual Yield % from dividends | 1.82 | 0.00 | - |
| Returns for 1 year | 4.60 | 10.24 | 45% |
| Returns for 3 years | 7.18 | 24.08 | 30% |
| Returns for 5 years | 49.03 | 29.70 | 165% |
| Returns for 10 years | N/A | 39.21 | - |
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