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MBXAX vs MBXFX
MBXAX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXAX (8.35B) and MBXFX (8.35B) have equal amount of cash in the bank . MBXAX pays higher dividends than MBXFX: MBXAX (1.61) vs MBXFX (1.11). MBXAX was incepted earlier than MBXFX: MBXAX (10 years) vs MBXFX (5 years). MBXFX (3.03) is less costly to investors than MBXAX (2.28). MBXAX (19.00) and MBXFX (19.00) have comparable annual turnover. MBXAX (2500) and MBXFX (2500) have matching initial minimum investment requirements. MBXAX annual gain was more profitable for investors over the last year : 1.75 vs. MBXFX (0.98). MBXAX return over 5 years is better than : 49.73 vs. MBXFX (44.04).
| MBXAX | MBXFX | MBXAX / MBXFX | |
| Total Expense Ratio | 2.28 | 3.03 | 75% |
| Annual Report Gross Expense Ratio | 2.28 | 3.03 | 75% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 3.270 | 2.608 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 8.35B | 100% |
| Annual Yield % from dividends | 1.61 | 1.11 | 145% |
| Returns for 1 year | 1.75 | 0.98 | 179% |
| Returns for 3 years | 11.59 | 8.96 | 129% |
| Returns for 5 years | 49.73 | 44.04 | 113% |
| Returns for 10 years | N/A | N/A | - |
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