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LSPIX vs MBXCX
LSPIX vs MBXCX Comparison Chart in %
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LSPIX vs. MBXCX commentary
Nov 14, 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 StrongBuy and MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 8.34B vs. LSPIX (71.3M). LSPIX pays higher dividends than MBXCX: LSPIX (9.04) 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 (3.03). 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 : 8.43 vs. MBXCX (0.97). LSPIX (45.43) and MBXCX (44.03) have equivalent 5 years return.
| LSPIX | MBXCX | LSPIX / MBXCX | |
| Total Expense Ratio | 3.61 | 3.03 | 119% |
| Annual Report Gross Expense Ratio | 3.64 | 3.03 | 120% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.652 | 2.613 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.3M | 8.34B | 1% |
| Annual Yield % from dividends | 9.04 | 0.91 | 988% |
| Returns for 1 year | 8.43 | 0.97 | 867% |
| Returns for 3 years | 17.94 | 8.99 | 200% |
| Returns for 5 years | 45.43 | 44.03 | 103% |
| Returns for 10 years | 50.97 | N/A | - |
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