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MBXIX vs PCBAX
MBXIX vs PCBAX Comparison Chart
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MBXIX vs. PCBAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.19B vs. PCBAX (3.08B). MBXIX pays higher dividends than PCBAX: MBXIX (1.92) 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 : 9.65 vs. MBXIX (0.79). MBXIX return over 5 years is better than : 60.69 vs. PCBAX (25.73).
| 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 | 0.103 | 3.352 | 3% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 3.08B | 266% |
| Annual Yield % from dividends | 1.92 | 0.00 | - |
| Returns for 1 year | 0.79 | 9.65 | 8% |
| Returns for 3 years | 14.78 | 22.29 | 66% |
| Returns for 5 years | 60.69 | 25.73 | 236% |
| Returns for 10 years | N/A | 30.21 | - |
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