LSPCX
Price
$5.41
Change
+$0.06 (+1.12%)
Updated
Oct 13 closing price
Net Assets
70.27M
MBXIX
Price
$40.11
Change
+$0.09 (+0.22%)
Updated
Oct 13 closing price
Net Assets
8.37B
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LSPCX vs MBXIX

Header iconLSPCX vs MBXIX Comparison
Open Charts LSPCX vs MBXIXBanner chart's image
LoCorr Spectrum Income C
Price$5.41
Change+$0.06 (+1.12%)
VolumeN/A
Net Assets70.27M
Catalyst/Millburn Hedge Strategy I
Price$40.11
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets8.37B
LSPCX vs MBXIX Comparison Chart in %
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LSPCX vs. MBXIX commentary
Oct 14, 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 Buy and MBXIX is a Buy.

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FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.37B vs. LSPCX (70.3M). LSPCX pays higher dividends than MBXIX: LSPCX (7.56) vs MBXIX (1.82). LSPCX was incepted earlier than MBXIX: LSPCX (12 years) vs MBXIX (10 years). LSPCX (4.64) is less costly to investors than MBXIX (2.03). LSPCX is a more actively managed with annual turnover of: 57.00 vs. MBXIX (19.00). LSPCX (2500) and MBXIX (2500) have matching initial minimum investment requirements. MBXIX annual gain was more profitable for investors over the last year : 4.60 vs. LSPCX (0.44). MBXIX return over 5 years is better than : 49.03 vs. LSPCX (38.71).
LSPCXMBXIXLSPCX / MBXIX
Total Expense Ratio4.612.03227%
Annual Report Gross Expense Ratio4.642.03229%
Fund Existence12 years10 years-
Gain YTD3.4583.091112%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets70.3M8.37B1%
Annual Yield % from dividends7.561.82416%
Returns for 1 year0.444.6010%
Returns for 3 years16.187.18225%
Returns for 5 years38.7149.0379%
Returns for 10 years26.98N/A-
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