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MCOAX vs PBXAX
MCOAX vs PBXAX Comparison
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MCOAX vs PBXAX Comparison Chart in %
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MCOAX vs. PBXAX commentary
Sep 10, 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 MCOAX is a Hold and PBXAX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.88B vs. PBXAX (222M). PBXAX pays higher dividends than MCOAX: PBXAX (4.74) vs MCOAX (1.94). MCOAX was incepted earlier than PBXAX: MCOAX (32 years) vs PBXAX (7 years). PBXAX (1.40) is less costly to investors than MCOAX (0.93). PBXAX is a more actively managed with annual turnover of: 185.00 vs. MCOAX (40.00). MCOAX initial investment is less costly to investors than PBXAX (5%) vs PBXAX (5%). PBXAX has a lower initial minimum investment than MCOAX: PBXAX (1000) vs MCOAX (15000). MCOAX annual gain was more profitable for investors over the last year : 15.77 vs. PBXAX (9.40). MCOAX (5.59) and PBXAX (5.44) have equivalent 5 years return.
| MCOAX | PBXAX | MCOAX / PBXAX | |
| Total Expense Ratio | 0.93 | 1.25 | 74% |
| Annual Report Gross Expense Ratio | 0.93 | 1.40 | 66% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 18.310 | 9.411 | 195% |
| Front Load | 6% | 5% | 116% |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.88B | 222M | 845% |
| Annual Yield % from dividends | 1.94 | 4.74 | 41% |
| Returns for 1 year | 15.77 | 9.40 | 168% |
| Returns for 3 years | 40.80 | 26.95 | 151% |
| Returns for 5 years | 5.59 | 5.44 | 103% |
| Returns for 10 years | 70.48 | N/A | - |
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