Home › Compare › MBEAX vs GBDC
MBEAX yields 17.21% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, MBEAX + GBDC cover 0 of 12 months — good coverage
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The investment seeks to achieve long-term capital appreciation with moderate current income. The fund will invest 55-70% of its net assets in equity securities and invest the remainder of its assets in fixed income securities, cash and cash equivalents. The equity portion of the fund is invested primarily in a diversified global portfolio of equity securities, including common and preferred stocks, convertible securities, ETFs, ADRs, GDRs and other depositary receipts of non- U.S. listed companies. It will invest 30-45% of its net assets in fixed income securities (including cash and cash equivalents).
Full MBEAX Calculator →Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company. It invests in debt and minority equity investments in middle-market companies that are, in most cases, sponsored by private equity investors. It typically invests in diversified consumer services, automobiles, healthcare technology, insurance, health care equipment and supplies, hotels, restaurants and leisure, healthcare providers and services, IT services and specialty retails. It seeks to invest in the United States. It primarily invests in first lien traditional senior debt, first lien one stop, junior debt and equity, senior secured, one stop, unitranche, second lien, subordinated and mezzanine loans of middle-market companies, and warrants.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.