Interact to see
Advertisement
Advertisement
MBXIX vs RHSAX
MBXIX vs RHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MBXIX 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 MBXIX is a Hold and RHSAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.76B vs. RHSAX (9.73M). RHSAX pays higher dividends than MBXIX: RHSAX (1.57) vs MBXIX (0.00). MBXIX was incepted earlier than RHSAX: MBXIX (10 years) vs RHSAX (17 years). RHSAX (3.27) is less costly to investors than MBXIX (2.00). RHSAX is a more actively managed with annual turnover of: 28.00 vs. MBXIX (19.00). RHSAX has a lower initial minimum investment than MBXIX: RHSAX (1000) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 7.26 vs. RHSAX (-3.07). MBXIX return over 5 years is better than : 41.40 vs. RHSAX (9.37).
| MBXIX | RHSAX | MBXIX / RHSAX | |
| Total Expense Ratio | 2.00 | 2.16 | 93% |
| Annual Report Gross Expense Ratio | 2.00 | 3.27 | 61% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 4.271 | -2.650 | -161% |
| Front Load | N/A | 5% | - |
| 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 | 0% |
| Returns for 1 year | 7.26 | -3.07 | -236% |
| Returns for 3 years | 21.70 | 30.02 | 72% |
| Returns for 5 years | 41.40 | 9.37 | 442% |
| Returns for 10 years | 110.28 | 30.62 | 360% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement