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LSPCX vs MBXAX
LSPCX vs MBXAX Comparison Chart in %
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LSPCX vs. MBXAX commentary
Dec 25, 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 LSPCX is a Hold and MBXAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.47B vs. LSPCX (68.7M). LSPCX pays higher dividends than MBXAX: LSPCX (7.46) vs MBXAX (1.60). LSPCX was incepted earlier than MBXAX: LSPCX (12 years) vs MBXAX (10 years). LSPCX (4.64) is less costly to investors than MBXAX (2.25). LSPCX is a more actively managed with annual turnover of: 57.00 vs. MBXAX (19.00). LSPCX (2500) and MBXAX (2500) have matching initial minimum investment requirements. LSPCX annual gain was more profitable for investors over the last year : 7.91 vs. MBXAX (3.93). MBXAX return over 5 years is better than : 42.63 vs. LSPCX (25.79).
| LSPCX | MBXAX | LSPCX / MBXAX | |
| Total Expense Ratio | 4.61 | 2.25 | 205% |
| Annual Report Gross Expense Ratio | 4.64 | 2.25 | 206% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.209 | 4.905 | 167% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.7M | 8.47B | 1% |
| Annual Yield % from dividends | 7.46 | 1.60 | 467% |
| Returns for 1 year | 7.91 | 3.93 | 201% |
| Returns for 3 years | 17.07 | 17.33 | 99% |
| Returns for 5 years | 25.79 | 42.63 | 61% |
| Returns for 10 years | 39.01 | N/A | - |
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