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LSPIX vs MBXCX
LSPIX vs MBXCX Comparison Chart in %
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LSPIX vs. MBXCX commentary
Feb 04, 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 LSPIX is a Buy and MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.79B vs. LSPIX (70.9M). LSPIX pays higher dividends than MBXCX: LSPIX (8.57) vs MBXCX (0.00). 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 : 9.41 vs. MBXCX (5.41). MBXCX return over 5 years is better than : 35.20 vs. LSPIX (28.26).
| 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 | 4.998 | 3.585 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.9M | 8.79B | 1% |
| Annual Yield % from dividends | 8.57 | 0.00 | - |
| Returns for 1 year | 9.41 | 5.41 | 174% |
| Returns for 3 years | 24.06 | 17.42 | 138% |
| Returns for 5 years | 28.26 | 35.20 | 80% |
| Returns for 10 years | 72.26 | 88.75 | 81% |
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