Interact to see
Advertisement
Advertisement
LSPCX vs MBXCX
LSPCX vs MBXCX Comparison
Open Charts LSPCX vs MBXCX
LSPCX vs MBXCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSPCX vs. MBXCX commentary
Aug 23, 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 MBXCX is a Buy.
FUNDAMENTALS
Fundamentals
MBXCX has more cash in the bank: 10.7B vs. LSPCX (75.1M). LSPCX pays higher dividends than MBXCX: LSPCX (7.27) vs MBXCX (0.00). LSPCX was incepted earlier than MBXCX: LSPCX (13 years) vs MBXCX (11 years). LSPCX (4.24) is less costly to investors than MBXCX (3.00). LSPCX is a more actively managed with annual turnover of: 66.00 vs. MBXCX (19.00). LSPCX (2500) and MBXCX (2500) have matching initial minimum investment requirements. LSPCX (16.56) and MBXCX (16.42) have marching annual gain over last year. MBXCX return over 5 years is better than : 32.40 vs. LSPCX (22.23).
| LSPCX | MBXCX | LSPCX / MBXCX | |
| Total Expense Ratio | 4.19 | 3.00 | 140% |
| Annual Report Gross Expense Ratio | 4.24 | 3.00 | 141% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 13.579 | 13.000 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1M | 10.7B | 1% |
| Annual Yield % from dividends | 7.27 | 0.00 | - |
| Returns for 1 year | 16.56 | 16.42 | 101% |
| Returns for 3 years | 40.82 | 27.17 | 150% |
| Returns for 5 years | 22.23 | 32.40 | 69% |
| Returns for 10 years | 48.33 | 73.10 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SBHEX | 14.54 | 0.19 | +1.32% |
| Segall Bryant & Hamill Em Mkts Retl | |||
| WILIX | 25.69 | 0.17 | +0.67% |
| William Blair International Ldrs I | |||
| RGBFX | 43.36 | 0.21 | +0.49% |
| American Funds Global Balanced R-5 | |||
| JLPZX | 20.46 | 0.05 | +0.24% |
| JPMorgan US Large Cap Core Plus R2 | |||
| ARTQX | 16.13 | N/A | N/A |
| Artisan Mid Cap Value Investor | |||