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MBXFX vs RHSIX
MBXFX vs RHSIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.35B vs. RHSIX (10.3M). RHSIX pays higher dividends than MBXFX: RHSIX (6.66) vs MBXFX (1.11). MBXFX was incepted earlier than RHSIX: MBXFX (5 years) vs RHSIX (9 years). MBXFX (3.03) and RHSIX (2.94) have similar cost to investors . RHSIX is a more actively managed with annual turnover of: 28.00 vs. MBXFX (19.00). RHSIX has a lower initial minimum investment than MBXFX: RHSIX (1000) vs MBXFX (2500). RHSIX annual gain was more profitable for investors over the last year : 4.65 vs. MBXFX (0.98). MBXFX return over 5 years is better than : 44.04 vs. RHSIX (35.69).
| MBXFX | RHSIX | MBXFX / RHSIX | |
| Total Expense Ratio | 3.03 | 1.91 | 159% |
| Annual Report Gross Expense Ratio | 3.03 | 2.94 | 103% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 2.608 | 10.802 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.35B | 10.3M | 81,039% |
| Annual Yield % from dividends | 1.11 | 6.66 | 17% |
| Returns for 1 year | 0.98 | 4.65 | 21% |
| Returns for 3 years | 8.96 | 43.42 | 21% |
| Returns for 5 years | 44.04 | 35.69 | 123% |
| Returns for 10 years | N/A | N/A | - |
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