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DBIVX vs MBXFX
DBIVX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.31B vs. DBIVX (172M). DBIVX pays higher dividends than MBXFX: DBIVX (2.04) vs MBXFX (1.10). DBIVX was incepted earlier than MBXFX: DBIVX (21 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than DBIVX (1.10). DBIVX is a more actively managed with annual turnover of: 39.00 vs. MBXFX (19.00). DBIVX (2500) and MBXFX (2500) have matching initial minimum investment requirements. DBIVX annual gain was more profitable for investors over the last year : 11.84 vs. MBXFX (0.38). MBXFX return over 5 years is better than : 39.30 vs. DBIVX (27.48).
| DBIVX | MBXFX | DBIVX / MBXFX | |
| Total Expense Ratio | 1.09 | 3.03 | 36% |
| Annual Report Gross Expense Ratio | 1.10 | 3.03 | 36% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 13.922 | 3.038 | 458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 8.31B | 2% |
| Annual Yield % from dividends | 2.04 | 1.10 | 186% |
| Returns for 1 year | 11.84 | 0.38 | 3,117% |
| Returns for 3 years | 25.72 | 10.91 | 236% |
| Returns for 5 years | 27.48 | 39.30 | 70% |
| Returns for 10 years | 67.88 | N/A | - |
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