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MBXIX vs PCBAX
MBXIX vs PCBAX Comparison
Open Charts MBXIX vs PCBAX
MBXIX vs PCBAX Comparison Chart in %
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MBXIX vs. PCBAX commentary
Sep 16, 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 PCBAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 11.2B vs. PCBAX (6.71B). MBXIX (0.00) and PCBAX (0.00) have matching dividends . MBXIX was incepted earlier than PCBAX: MBXIX (11 years) vs PCBAX (38 years). MBXIX (2.00) is less costly to investors than PCBAX (1.07). PCBAX is a more actively managed with annual turnover of: 83.00 vs. MBXIX (19.00). 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 : 19.86 vs. PCBAX (13.21). MBXIX return over 5 years is better than : 45.29 vs. PCBAX (40.52).
| MBXIX | PCBAX | MBXIX / PCBAX | |
| Total Expense Ratio | 2.00 | 1.06 | 189% |
| Annual Report Gross Expense Ratio | 2.00 | 1.07 | 187% |
| Fund Existence | 11 years | 38 years | - |
| Gain YTD | 17.971 | 14.304 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 6.71B | 167% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 19.86 | 13.21 | 150% |
| Returns for 3 years | 31.58 | 33.41 | 95% |
| Returns for 5 years | 45.29 | 40.52 | 112% |
| Returns for 10 years | 105.59 | 65.38 | 162% |
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