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MBXAX vs RHSAX
MBXAX vs RHSAX Comparison Chart in %
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MBXAX vs. RHSAX 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 MBXAX is a Buy and RHSAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.33B vs. RHSAX (10M). 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 (2.28). 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). RHSAX annual gain was more profitable for investors over the last year : 2.10 vs. MBXAX (1.15). MBXAX return over 5 years is better than : 44.83 vs. RHSAX (27.14).
| MBXAX | RHSAX | MBXAX / RHSAX | |
| Total Expense Ratio | 2.28 | 2.16 | 106% |
| Annual Report Gross Expense Ratio | 2.28 | 3.27 | 70% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 3.763 | 7.923 | 47% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 10M | 83,250% |
| Annual Yield % from dividends | 1.60 | 6.60 | 24% |
| Returns for 1 year | 1.15 | 2.10 | 55% |
| Returns for 3 years | 13.58 | 35.74 | 38% |
| Returns for 5 years | 44.83 | 27.14 | 165% |
| Returns for 10 years | N/A | 17.11 | - |
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