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DBIVX vs MBXAX
DBIVX vs MBXAX Comparison Chart in %
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DBIVX vs. MBXAX commentary
Dec 28, 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 DBIVX is a Hold and MBXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.48B vs. DBIVX (172M). DBIVX pays higher dividends than MBXAX: DBIVX (2.04) vs MBXAX (1.60). DBIVX was incepted earlier than MBXAX: DBIVX (21 years) vs MBXAX (10 years). MBXAX (2.25) is less costly to investors than DBIVX (1.10). DBIVX is a more actively managed with annual turnover of: 39.00 vs. MBXAX (19.00). DBIVX (2500) and MBXAX (2500) have matching initial minimum investment requirements. DBIVX annual gain was more profitable for investors over the last year : 14.47 vs. MBXAX (3.99). MBXAX return over 5 years is better than : 42.63 vs. DBIVX (28.06).
| DBIVX | MBXAX | DBIVX / MBXAX | |
| Total Expense Ratio | 1.09 | 2.25 | 48% |
| Annual Report Gross Expense Ratio | 1.10 | 2.25 | 49% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 14.931 | 4.905 | 304% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 8.48B | 2% |
| Annual Yield % from dividends | 2.04 | 1.60 | 128% |
| Returns for 1 year | 14.47 | 3.99 | 363% |
| Returns for 3 years | 30.05 | 16.87 | 178% |
| Returns for 5 years | 28.06 | 42.63 | 66% |
| Returns for 10 years | 70.41 | 94.71 | 74% |
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