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LSPCX vs MBXAX
LSPCX vs MBXAX Comparison Chart in %
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LSPCX vs. MBXAX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.77B vs. LSPCX (72.3M). LSPCX pays higher dividends than MBXAX: LSPCX (7.54) vs MBXAX (0.00). 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 : 10.17 vs. MBXAX (3.65). MBXAX return over 5 years is better than : 42.91 vs. LSPCX (24.47).
| 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 | 4.891 | 3.963 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.3M | 8.77B | 1% |
| Annual Yield % from dividends | 7.54 | 0.00 | - |
| Returns for 1 year | 10.17 | 3.65 | 278% |
| Returns for 3 years | 19.13 | 20.97 | 91% |
| Returns for 5 years | 24.47 | 42.91 | 57% |
| Returns for 10 years | 59.55 | 104.27 | 57% |
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