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MBXIX vs PCBSX
MBXIX vs PCBSX Comparison Chart
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MBXIX vs. PCBSX commentary
Apr 19, 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: 7.63B vs. PCBSX (2.79B). MBXIX pays higher dividends than PCBSX: MBXIX (1.90) vs PCBSX (0.00). MBXIX was incepted earlier than PCBSX: MBXIX (9 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 : 4.51 vs. MBXIX (-6.17). MBXIX return over 5 years is better than : 55.68 vs. PCBSX (24.35).
| MBXIX | PCBSX | MBXIX / PCBSX | |
| Total Expense Ratio | 2.03 | 1.09 | 186% |
| Annual Report Gross Expense Ratio | 2.03 | 1.09 | 186% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | -7.857 | -0.273 | 2,878% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63B | 2.79B | 273% |
| Annual Yield % from dividends | 1.90 | 0.00 | - |
| Returns for 1 year | -6.17 | 4.51 | -137% |
| Returns for 3 years | 0.30 | 16.75 | 2% |
| Returns for 5 years | 55.68 | 24.35 | 229% |
| Returns for 10 years | N/A | 24.26 | - |
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