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LSPCX vs MBXAX
LSPCX vs MBXAX Comparison
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LSPCX vs MBXAX Comparison Chart in %
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LSPCX vs. MBXAX commentary
Jun 19, 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 LSPCX is a Hold and MBXAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 10.3B vs. LSPCX (70.3M). LSPCX pays higher dividends than MBXAX: LSPCX (7.33) vs MBXAX (0.00). LSPCX was incepted earlier than MBXAX: LSPCX (12 years) vs MBXAX (10 years). LSPCX (4.24) is less costly to investors than MBXAX (2.25). LSPCX is a more actively managed with annual turnover of: 66.00 vs. MBXAX (19.00). LSPCX (2500) and MBXAX (2500) have matching initial minimum investment requirements. MBXAX annual gain was more profitable for investors over the last year : 18.93 vs. LSPCX (10.23). MBXAX return over 5 years is better than : 37.23 vs. LSPCX (9.97).
| LSPCX | MBXAX | LSPCX / MBXAX | |
| Total Expense Ratio | 4.19 | 2.25 | 186% |
| Annual Report Gross Expense Ratio | 4.24 | 2.25 | 188% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 5.108 | 14.307 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.3M | 10.3B | 1% |
| Annual Yield % from dividends | 7.33 | 0.00 | - |
| Returns for 1 year | 10.23 | 18.93 | 54% |
| Returns for 3 years | 28.85 | 35.45 | 81% |
| Returns for 5 years | 9.97 | 37.23 | 27% |
| Returns for 10 years | 45.18 | 104.17 | 43% |
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