Interact to see
Advertisement
Advertisement
MBXIX vs PCBAX
MBXIX vs PCBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBXIX vs. PCBAX 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 PCBAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.45B vs. PCBAX (3.68B). MBXIX pays higher dividends than PCBAX: MBXIX (1.82) vs PCBAX (0.00). MBXIX was incepted earlier than PCBAX: MBXIX (10 years) vs PCBAX (37 years). MBXIX (2.03) is less costly to investors than PCBAX (1.07). PCBAX is a more actively managed with annual turnover of: 108.00 vs. MBXIX (19.00). PCBAX has a lower initial minimum investment than MBXIX: PCBAX (1000) vs MBXIX (2500). PCBAX annual gain was more profitable for investors over the last year : 7.87 vs. MBXIX (5.32). MBXIX return over 5 years is better than : 50.54 vs. PCBAX (28.43).
| MBXIX | PCBAX | MBXIX / PCBAX | |
| Total Expense Ratio | 2.03 | 1.06 | 192% |
| Annual Report Gross Expense Ratio | 2.03 | 1.07 | 190% |
| Fund Existence | 10 years | 37 years | - |
| Gain YTD | 4.173 | 5.951 | 70% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| 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 | 7.87 | 68% |
| Returns for 3 years | 8.65 | 22.78 | 38% |
| Returns for 5 years | 50.54 | 28.43 | 178% |
| Returns for 10 years | N/A | 38.33 | - |
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 % |
| AFDCX | 54.01 | 0.34 | +0.63% |
| American Century Large Cap Equity C | |||
| LRSSX | 15.00 | 0.06 | +0.40% |
| Lord Abbett Small Cap Value R4 | |||
| RYBOX | 65.00 | 0.25 | +0.39% |
| Rydex Biotechnology A | |||
| MXECX | 11.46 | 0.02 | +0.17% |
| Empower Core Strategies Intl Eq Instl | |||
| DFIEX | 19.49 | -0.02 | -0.10% |
| DFA International Core Equity 2 I | |||