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LSPAX vs MBXCX
LSPAX vs MBXCX Comparison Chart in %
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LSPAX vs. MBXCX commentary
Dec 26, 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 Hold and MBXCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.47B vs. LSPAX (68.9M). LSPAX pays higher dividends than MBXCX: LSPAX (8.45) 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 (3.00). 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 : 8.70 vs. MBXCX (3.17). MBXCX return over 5 years is better than : 37.24 vs. LSPAX (30.49).
| LSPAX | MBXCX | LSPAX / MBXCX | |
| Total Expense Ratio | 3.86 | 3.00 | 129% |
| Annual Report Gross Expense Ratio | 3.89 | 3.00 | 130% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.924 | 4.159 | 215% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9M | 8.47B | 1% |
| Annual Yield % from dividends | 8.45 | 0.91 | 929% |
| Returns for 1 year | 8.70 | 3.17 | 275% |
| Returns for 3 years | 19.66 | 14.69 | 134% |
| Returns for 5 years | 30.49 | 37.24 | 82% |
| Returns for 10 years | 49.89 | N/A | - |
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