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MBXIX vs PCBSX
MBXIX vs PCBSX Comparison
Open Charts MBXIX vs PCBSX
MBXIX vs PCBSX Comparison Chart in %
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MBXIX vs. PCBSX commentary
Aug 24, 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 Buy and PCBSX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 10.7B vs. PCBSX (6.26B). MBXIX (0.00) and PCBSX (0.00) have matching dividends . MBXIX was incepted earlier than PCBSX: MBXIX (11 years) vs PCBSX (22 years). MBXIX (2.00) is less costly to investors than PCBSX (1.04). PCBSX is a more actively managed with annual turnover of: 83.00 vs. MBXIX (19.00). MBXIX has a lower initial minimum investment than PCBSX: MBXIX (2500) vs PCBSX (5000). MBXIX annual gain was more profitable for investors over the last year : 17.58 vs. PCBSX (10.38). PCBSX (40.58) and MBXIX (39.39) have equivalent 5 years return.
| MBXIX | PCBSX | MBXIX / PCBSX | |
| Total Expense Ratio | 2.00 | 1.04 | 192% |
| Annual Report Gross Expense Ratio | 2.00 | 1.04 | 192% |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 13.750 | 11.440 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 6.26B | 171% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.58 | 10.38 | 169% |
| Returns for 3 years | 31.08 | 30.70 | 101% |
| Returns for 5 years | 39.39 | 40.58 | 97% |
| Returns for 10 years | 91.76 | 60.62 | 151% |
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