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MBXIX vs PBAIX
MBXIX vs PBAIX Comparison Chart in %
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MBXIX vs. PBAIX commentary
Oct 20, 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 MBXIX is a Buy and PBAIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.45B vs. PBAIX (3.68B). MBXIX pays higher dividends than PBAIX: MBXIX (1.82) vs PBAIX (0.00). MBXIX was incepted earlier than PBAIX: MBXIX (10 years) vs PBAIX (32 years). MBXIX (2.03) is less costly to investors than PBAIX (0.77). PBAIX is a more actively managed with annual turnover of: 108.00 vs. MBXIX (19.00). MBXIX has a lower initial minimum investment than PBAIX: MBXIX (2500) vs PBAIX (2000000). PBAIX annual gain was more profitable for investors over the last year : 8.16 vs. MBXIX (5.32). MBXIX return over 5 years is better than : 50.54 vs. PBAIX (30.07).
| MBXIX | PBAIX | MBXIX / PBAIX | |
| Total Expense Ratio | 2.03 | 0.77 | 264% |
| Annual Report Gross Expense Ratio | 2.03 | 0.77 | 264% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 4.173 | 6.195 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.45B | 3.68B | 230% |
| Annual Yield % from dividends | 1.82 | 0.00 | - |
| Returns for 1 year | 5.32 | 8.16 | 65% |
| Returns for 3 years | 8.65 | 23.61 | 37% |
| Returns for 5 years | 50.54 | 30.07 | 168% |
| Returns for 10 years | N/A | 42.05 | - |
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