Interact to see
Advertisement
Advertisement
MCOAX vs PBXIX
MCOAX vs PBXIX Comparison
Open Charts MCOAX vs PBXIX
MCOAX vs PBXIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MCOAX vs. PBXIX commentary
Sep 11, 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 PBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MCOAX has more cash in the bank: 1.87B vs. PBXIX (221M). PBXIX pays higher dividends than MCOAX: PBXIX (5.00) vs MCOAX (1.94). MCOAX was incepted earlier than PBXIX: MCOAX (32 years) vs PBXIX (7 years). PBXIX (1.11) is less costly to investors than MCOAX (0.93). PBXIX is a more actively managed with annual turnover of: 185.00 vs. MCOAX (40.00). PBXIX has a lower initial minimum investment than MCOAX: PBXIX (1000) vs MCOAX (15000). MCOAX annual gain was more profitable for investors over the last year : 15.36 vs. PBXIX (9.21). PBXIX return over 5 years is better than : 7.27 vs. MCOAX (6.13).
| MCOAX | PBXIX | MCOAX / PBXIX | |
| Total Expense Ratio | 0.93 | 1.00 | 93% |
| Annual Report Gross Expense Ratio | 0.93 | 1.11 | 84% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 18.006 | 9.159 | 197% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 15000 | 1000 | 1,500% |
| Min. Initial Investment IRA | 25000 | N/A | - |
| Net Assets | 1.87B | 221M | 844% |
| Annual Yield % from dividends | 1.94 | 5.00 | 39% |
| Returns for 1 year | 15.36 | 9.21 | 167% |
| Returns for 3 years | 40.43 | 27.78 | 146% |
| Returns for 5 years | 6.13 | 7.27 | 84% |
| Returns for 10 years | 70.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement