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MBXIX vs PCBSX
MBXIX vs PCBSX Comparison Chart in %
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MBXIX vs. PCBSX commentary
Sep 10, 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: 8.27B vs. PCBSX (3.48B). MBXIX pays higher dividends than PCBSX: MBXIX (1.83) vs PCBSX (0.00). MBXIX was incepted earlier than PCBSX: MBXIX (10 years) vs PCBSX (21 years). MBXIX (2.03) is less costly to investors than PCBSX (1.09). PCBSX is a more actively managed with annual turnover of: 108.00 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 : 15.08 vs. MBXIX (8.02). MBXIX return over 5 years is better than : 51.84 vs. PCBSX (30.60).
| 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 | 21 years | - |
| Gain YTD | 1.984 | 7.304 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.27B | 3.48B | 238% |
| Annual Yield % from dividends | 1.83 | 0.00 | - |
| Returns for 1 year | 8.02 | 15.08 | 53% |
| Returns for 3 years | 12.89 | 25.00 | 52% |
| Returns for 5 years | 51.84 | 30.60 | 169% |
| Returns for 10 years | N/A | 41.22 | - |
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