Interact to see
Advertisement
Advertisement
MBXIX vs PCBSX
MBXIX vs PCBSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBXIX vs. PCBSX commentary
Jul 06, 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 PCBSX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.34B vs. PCBSX (3.17B). MBXIX pays higher dividends than PCBSX: MBXIX (1.85) vs PCBSX (0.00). MBXIX was incepted earlier than PCBSX: MBXIX (10 years) vs PCBSX (20 years). MBXIX (2.03) is less costly to investors than PCBSX (1.09). PCBSX is a more actively managed with annual turnover of: 146.00 vs. MBXIX (48.00). MBXIX has a lower initial minimum investment than PCBSX: MBXIX (2500) vs PCBSX (5000). PCBSX annual gain was more profitable for investors over the last year : 7.83 vs. MBXIX (0.56). MBXIX return over 5 years is better than : 60.80 vs. PCBSX (26.20).
| MBXIX | PCBSX | MBXIX / PCBSX | |
| Total Expense Ratio | 2.03 | 1.09 | 186% |
| Annual Report Gross Expense Ratio | 2.03 | 1.09 | 186% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 2.267 | 4.369 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.34B | 3.17B | 263% |
| Annual Yield % from dividends | 1.85 | 0.00 | - |
| Returns for 1 year | 0.56 | 7.83 | 7% |
| Returns for 3 years | 13.35 | 12.18 | 110% |
| Returns for 5 years | 60.80 | 26.20 | 232% |
| Returns for 10 years | N/A | 32.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers