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LSPAX vs MBXCX
LSPAX vs MBXCX Comparison Chart in %
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LSPAX vs. MBXCX commentary
Nov 14, 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 LSPAX is a StrongBuy and MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.35B vs. LSPAX (71.4M). LSPAX pays higher dividends than MBXCX: LSPAX (8.67) vs MBXCX (0.91). LSPAX was incepted earlier than MBXCX: LSPAX (12 years) vs MBXCX (10 years). LSPAX (3.89) is less costly to investors than MBXCX (3.03). LSPAX is a more actively managed with annual turnover of: 57.00 vs. MBXCX (19.00). LSPAX (2500) and MBXCX (2500) have matching initial minimum investment requirements. LSPAX annual gain was more profitable for investors over the last year : 8.25 vs. MBXCX (0.97). MBXCX (44.03) and LSPAX (43.42) have equivalent 5 years return.
| LSPAX | MBXCX | LSPAX / MBXCX | |
| Total Expense Ratio | 3.86 | 3.03 | 127% |
| Annual Report Gross Expense Ratio | 3.89 | 3.03 | 128% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.326 | 2.613 | 319% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4M | 8.35B | 1% |
| Annual Yield % from dividends | 8.67 | 0.91 | 948% |
| Returns for 1 year | 8.25 | 0.97 | 849% |
| Returns for 3 years | 16.98 | 8.99 | 189% |
| Returns for 5 years | 43.42 | 44.03 | 99% |
| Returns for 10 years | 47.00 | N/A | - |
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