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MBXIX vs RHSAX
MBXIX vs RHSAX Comparison Chart in %
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MBXIX 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 MBXIX is a Hold and RHSAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.77B vs. RHSAX (10.3M). RHSAX pays higher dividends than MBXIX: RHSAX (1.52) vs MBXIX (0.00). MBXIX was incepted earlier than RHSAX: MBXIX (10 years) vs RHSAX (16 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). RHSAX annual gain was more profitable for investors over the last year : 6.35 vs. MBXIX (3.92). MBXIX return over 5 years is better than : 44.76 vs. RHSAX (21.12).
| 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 | 16 years | - |
| Gain YTD | 3.999 | 3.687 | 108% |
| Front Load | N/A | 5% | - |
| 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 | 0% |
| Returns for 1 year | 3.92 | 6.35 | 62% |
| Returns for 3 years | 21.89 | 43.85 | 50% |
| Returns for 5 years | 44.76 | 21.12 | 212% |
| Returns for 10 years | 109.47 | 39.12 | 280% |
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