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LSPIX vs MBXCX
LSPIX vs MBXCX Comparison Chart in %
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LSPIX 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 LSPIX is a Hold and MBXCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.47B vs. LSPIX (68.9M). LSPIX pays higher dividends than MBXCX: LSPIX (8.81) vs MBXCX (0.91). LSPIX was incepted earlier than MBXCX: LSPIX (12 years) vs MBXCX (10 years). LSPIX (3.64) is less costly to investors than MBXCX (3.00). LSPIX is a more actively managed with annual turnover of: 57.00 vs. MBXCX (19.00). MBXCX has a lower initial minimum investment than LSPIX: MBXCX (2500) vs LSPIX (100000). LSPIX annual gain was more profitable for investors over the last year : 9.06 vs. MBXCX (3.17). MBXCX return over 5 years is better than : 37.24 vs. LSPIX (32.24).
| LSPIX | MBXCX | LSPIX / MBXCX | |
| Total Expense Ratio | 3.61 | 3.00 | 120% |
| Annual Report Gross Expense Ratio | 3.64 | 3.00 | 121% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 9.255 | 4.159 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9M | 8.47B | 1% |
| Annual Yield % from dividends | 8.81 | 0.91 | 968% |
| Returns for 1 year | 9.06 | 3.17 | 286% |
| Returns for 3 years | 20.63 | 14.69 | 140% |
| Returns for 5 years | 32.24 | 37.24 | 87% |
| Returns for 10 years | 53.93 | N/A | - |
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