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MBXAX vs RHSAX
MBXAX vs RHSAX Comparison Chart in %
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MBXAX vs. RHSAX 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 MBXAX is a StrongBuy and RHSAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.47B vs. RHSAX (10.2M). RHSAX pays higher dividends than MBXAX: RHSAX (6.60) vs MBXAX (1.60). MBXAX was incepted earlier than RHSAX: MBXAX (10 years) vs RHSAX (16 years). RHSAX (3.27) is less costly to investors than MBXAX (2.25). RHSAX is a more actively managed with annual turnover of: 28.00 vs. MBXAX (19.00). MBXAX initial investment is less costly to investors than RHSAX (5%) vs RHSAX (5%). RHSAX has a lower initial minimum investment than MBXAX: RHSAX (1000) vs MBXAX (2500). MBXAX annual gain was more profitable for investors over the last year : 3.93 vs. RHSAX (-0.24). MBXAX return over 5 years is better than : 42.63 vs. RHSAX (20.88).
| MBXAX | RHSAX | MBXAX / RHSAX | |
| Total Expense Ratio | 2.25 | 2.16 | 104% |
| Annual Report Gross Expense Ratio | 2.25 | 3.27 | 69% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 4.905 | 4.119 | 119% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.47B | 10.2M | 83,039% |
| Annual Yield % from dividends | 1.60 | 6.60 | 24% |
| Returns for 1 year | 3.93 | -0.24 | -1,640% |
| Returns for 3 years | 17.33 | 46.71 | 37% |
| Returns for 5 years | 42.63 | 20.88 | 204% |
| Returns for 10 years | N/A | 14.20 | - |
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