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MBXIX vs RHSIX
MBXIX vs RHSIX Comparison Chart in %
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MBXIX vs. RHSIX commentary
Dec 04, 2025
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 Buy and RHSIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.31B vs. RHSIX (10.1M). RHSIX pays higher dividends than MBXIX: RHSIX (6.86) vs MBXIX (1.79). MBXIX was incepted earlier than RHSIX: MBXIX (10 years) vs RHSIX (10 years). RHSIX (2.94) is less costly to investors than MBXIX (2.03). RHSIX is a more actively managed with annual turnover of: 28.00 vs. MBXIX (19.00). RHSIX has a lower initial minimum investment than MBXIX: RHSIX (1000) vs MBXIX (2500). RHSIX annual gain was more profitable for investors over the last year : 2.38 vs. MBXIX (1.40). MBXIX return over 5 years is better than : 46.66 vs. RHSIX (28.68).
| MBXIX | RHSIX | MBXIX / RHSIX | |
| Total Expense Ratio | 2.03 | 1.91 | 106% |
| Annual Report Gross Expense Ratio | 2.03 | 2.94 | 69% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 3.967 | 8.167 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.31B | 10.1M | 82,238% |
| Annual Yield % from dividends | 1.79 | 6.86 | 26% |
| Returns for 1 year | 1.40 | 2.38 | 59% |
| Returns for 3 years | 14.45 | 36.73 | 39% |
| Returns for 5 years | 46.66 | 28.68 | 163% |
| Returns for 10 years | N/A | N/A | - |
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