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LSPCX vs MBXAX
LSPCX vs MBXAX Comparison Chart in %
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LSPCX vs. MBXAX commentary
Nov 20, 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 LSPCX is a Hold and MBXAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.19B vs. LSPCX (70.4M). LSPCX pays higher dividends than MBXAX: LSPCX (7.67) vs MBXAX (1.61). LSPCX was incepted earlier than MBXAX: LSPCX (12 years) vs MBXAX (10 years). LSPCX (4.64) is less costly to investors than MBXAX (2.28). LSPCX is a more actively managed with annual turnover of: 57.00 vs. MBXAX (19.00). LSPCX (2500) and MBXAX (2500) have matching initial minimum investment requirements. LSPCX annual gain was more profitable for investors over the last year : 4.17 vs. MBXAX (0.14). MBXAX return over 5 years is better than : 43.84 vs. LSPCX (33.49).
| LSPCX | MBXAX | LSPCX / MBXAX | |
| Total Expense Ratio | 4.61 | 2.28 | 202% |
| Annual Report Gross Expense Ratio | 4.64 | 2.28 | 204% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 6.457 | 1.220 | 529% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 8.19B | 1% |
| Annual Yield % from dividends | 7.67 | 1.61 | 477% |
| Returns for 1 year | 4.17 | 0.14 | 3,036% |
| Returns for 3 years | 14.48 | 10.68 | 136% |
| Returns for 5 years | 33.49 | 43.84 | 76% |
| Returns for 10 years | 34.13 | N/A | - |
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