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DBIVX vs MBXAX
DBIVX vs MBXAX Comparison Chart in %
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DBIVX vs. MBXAX commentary
Dec 04, 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 StrongBuy and MBXAX is a Buy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.33B 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 (2.28) 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 : 11.84 vs. MBXAX (1.15). MBXAX return over 5 years is better than : 44.83 vs. DBIVX (27.48).
| DBIVX | MBXAX | DBIVX / MBXAX | |
| Total Expense Ratio | 1.09 | 2.28 | 48% |
| Annual Report Gross Expense Ratio | 1.10 | 2.28 | 48% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 13.922 | 3.763 | 370% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 8.33B | 2% |
| Annual Yield % from dividends | 2.04 | 1.60 | 128% |
| Returns for 1 year | 11.84 | 1.15 | 1,034% |
| Returns for 3 years | 25.72 | 13.58 | 189% |
| Returns for 5 years | 27.48 | 44.83 | 61% |
| Returns for 10 years | 67.88 | N/A | - |
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