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LAGVX vs MBRRX
LAGVX vs MBRRX Comparison
Open Charts LAGVX vs MBRRX
LAGVX vs MBRRX Comparison Chart in %
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LAGVX vs. MBRRX commentary
Aug 04, 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 LAGVX is a Hold and MBRRX is a Hold.
FUNDAMENTALS
Fundamentals
LAGVX has more cash in the bank: 6.39B vs. MBRRX (4.36B). LAGVX pays higher dividends than MBRRX: LAGVX (5.46) vs MBRRX (4.33). LAGVX was incepted earlier than MBRRX: LAGVX (45 years) vs MBRRX (23 years). MBRRX (1.02) is less costly to investors than LAGVX (0.71). LAGVX is a more actively managed with annual turnover of: 243.00 vs. MBRRX (41.00). MBRRX has a lower initial minimum investment than LAGVX: MBRRX (0) vs LAGVX (1500). LAGVX annual gain was more profitable for investors over the last year : 2.44 vs. MBRRX (1.46). LAGVX return over 5 years is better than : -0.23 vs. MBRRX (-6.21).
| LAGVX | MBRRX | LAGVX / MBRRX | |
| Total Expense Ratio | 0.71 | 1.01 | 70% |
| Annual Report Gross Expense Ratio | 0.71 | 1.02 | 70% |
| Fund Existence | 45 years | 23 years | - |
| Gain YTD | -0.640 | -0.905 | 71% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.39B | 4.36B | 147% |
| Annual Yield % from dividends | 5.46 | 4.33 | 126% |
| Returns for 1 year | 2.44 | 1.46 | 167% |
| Returns for 3 years | 17.16 | 14.78 | 116% |
| Returns for 5 years | -0.23 | -6.21 | 4% |
| Returns for 10 years | 28.96 | 17.28 | 168% |
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