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MBXAX vs RHSAX
MBXAX vs RHSAX Comparison Chart in %
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MBXAX vs. RHSAX commentary
Jan 16, 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: 8.77B vs. RHSAX (10.3M). RHSAX pays higher dividends than MBXAX: RHSAX (1.52) vs MBXAX (0.00). 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). RHSAX annual gain was more profitable for investors over the last year : 6.35 vs. MBXAX (3.65). MBXAX return over 5 years is better than : 42.91 vs. RHSAX (21.12).
| 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 | 3.963 | 3.687 | 107% |
| Front Load | 6% | 5% | 121% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.77B | 10.3M | 85,184% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | 3.65 | 6.35 | 58% |
| Returns for 3 years | 20.97 | 43.85 | 48% |
| Returns for 5 years | 42.91 | 21.12 | 203% |
| Returns for 10 years | 104.27 | 39.12 | 267% |
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