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MBXCX vs MBXFX
MBXCX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXCX (8.35B) and MBXFX (8.35B) have equal amount of cash in the bank . MBXFX pays higher dividends than MBXCX: MBXFX (1.11) vs MBXCX (0.91). MBXCX was incepted earlier than MBXFX: MBXCX (10 years) vs MBXFX (5 years). MBXCX (3.03) and MBXFX (3.03) have similar cost to investors . MBXCX (19.00) and MBXFX (19.00) have comparable annual turnover. MBXCX (2500) and MBXFX (2500) have matching initial minimum investment requirements. MBXFX annual gain was more profitable for investors over the last year : 0.01 vs. MBXCX (0.00). MBXCX (43.21) and MBXFX (43.20) have equivalent 5 years return.
| MBXCX | MBXFX | MBXCX / MBXFX | |
| Total Expense Ratio | 3.03 | 3.03 | 100% |
| Annual Report Gross Expense Ratio | 3.03 | 3.03 | 100% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 2.026 | 2.017 | 100% |
| Front Load | N/A | 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 | 0.91 | 1.11 | 83% |
| Returns for 1 year | 0.00 | 0.01 | 77% |
| Returns for 3 years | 8.57 | 8.57 | 100% |
| Returns for 5 years | 43.21 | 43.20 | 100% |
| Returns for 10 years | N/A | N/A | - |
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