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LSPCX vs MBXIX
LSPCX vs MBXIX Comparison Chart in %
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LSPCX vs. MBXIX commentary
Dec 04, 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 Buy and MBXIX is a Buy.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.31B vs. LSPCX (71.2M). LSPCX pays higher dividends than MBXIX: LSPCX (7.46) vs MBXIX (1.79). LSPCX was incepted earlier than MBXIX: LSPCX (12 years) vs MBXIX (10 years). LSPCX (4.64) is less costly to investors than MBXIX (2.03). LSPCX is a more actively managed with annual turnover of: 57.00 vs. MBXIX (19.00). LSPCX (2500) and MBXIX (2500) have matching initial minimum investment requirements. LSPCX annual gain was more profitable for investors over the last year : 4.14 vs. MBXIX (0.75). MBXIX return over 5 years is better than : 44.80 vs. LSPCX (28.92).
| LSPCX | MBXIX | LSPCX / MBXIX | |
| Total Expense Ratio | 4.61 | 2.03 | 227% |
| Annual Report Gross Expense Ratio | 4.64 | 2.03 | 229% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.403 | 3.478 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 8.31B | 1% |
| Annual Yield % from dividends | 7.46 | 1.79 | 416% |
| Returns for 1 year | 4.14 | 0.75 | 554% |
| Returns for 3 years | 13.63 | 13.91 | 98% |
| Returns for 5 years | 28.92 | 44.80 | 65% |
| Returns for 10 years | 38.38 | N/A | - |
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