Interact to see
Advertisement
Advertisement
MBXFX vs MBXIX
MBXFX vs MBXIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MBXFX (8.47B) and MBXIX (8.47B) have equal amount of cash in the bank . MBXIX pays higher dividends than MBXFX: MBXIX (1.79) vs MBXFX (1.10). MBXFX was incepted earlier than MBXIX: MBXFX (5 years) vs MBXIX (10 years). MBXFX (3.00) is less costly to investors than MBXIX (2.00). MBXFX (19.00) and MBXIX (19.00) have comparable annual turnover. MBXFX (2500) and MBXIX (2500) have matching initial minimum investment requirements. MBXIX annual gain was more profitable for investors over the last year : 4.19 vs. MBXFX (3.17). MBXIX return over 5 years is better than : 44.49 vs. MBXFX (37.23).
| MBXFX | MBXIX | MBXFX / MBXIX | |
| Total Expense Ratio | 3.00 | 2.00 | 150% |
| Annual Report Gross Expense Ratio | 3.00 | 2.00 | 150% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 4.141 | 5.152 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 8.47B | 100% |
| Annual Yield % from dividends | 1.10 | 1.79 | 62% |
| Returns for 1 year | 3.17 | 4.19 | 76% |
| Returns for 3 years | 14.70 | 18.23 | 81% |
| Returns for 5 years | 37.23 | 44.49 | 84% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SNPTX | 21.94 | 0.07 | +0.32% |
| DWS Equity Sector Strategy Institutional | |||
| CSSZX | 21.51 | 0.05 | +0.23% |
| Columbia Select Small Cap Value Inst | |||
| PGOAX | 21.12 | 0.03 | +0.14% |
| PGIM Jennison Small Company A | |||
| VEUSX | 104.65 | 0.02 | +0.02% |
| Vanguard European Stock Admiral | |||
| FIQEX | 78.42 | N/A | N/A |
| Fidelity Advisor Canada Z | |||