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MBXAX vs RHSAX
MBXAX vs RHSAX Comparison Chart in %
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MBXAX vs. RHSAX commentary
Feb 05, 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 MBXAX is a Hold and RHSAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.76B vs. RHSAX (9.73M). RHSAX pays higher dividends than MBXAX: RHSAX (1.57) vs MBXAX (0.00). MBXAX was incepted earlier than RHSAX: MBXAX (10 years) vs RHSAX (17 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 : 6.99 vs. RHSAX (-3.07). MBXAX return over 5 years is better than : 39.59 vs. RHSAX (9.37).
| 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 | 17 years | - |
| Gain YTD | 4.212 | -2.650 | -159% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.76B | 9.73M | 90,057% |
| Annual Yield % from dividends | 0.00 | 1.57 | - |
| Returns for 1 year | 6.99 | -3.07 | -227% |
| Returns for 3 years | 20.75 | 30.02 | 69% |
| Returns for 5 years | 39.59 | 9.37 | 422% |
| Returns for 10 years | 105.10 | 30.62 | 343% |
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