Interact to see
Advertisement
Advertisement
LSPCX vs MBXIX
LSPCX vs MBXIX Comparison
Open Charts LSPCX vs MBXIX
LSPCX vs MBXIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LSPCX vs. MBXIX 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 MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 10.3B vs. LSPCX (70.3M). LSPCX pays higher dividends than MBXIX: LSPCX (7.33) vs MBXIX (0.00). LSPCX was incepted earlier than MBXIX: LSPCX (12 years) vs MBXIX (10 years). LSPCX (4.24) is less costly to investors than MBXIX (2.00). LSPCX is a more actively managed with annual turnover of: 66.00 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 : 19.23 vs. LSPCX (10.23). MBXIX return over 5 years is better than : 39.02 vs. LSPCX (9.97).
| LSPCX | MBXIX | LSPCX / MBXIX | |
| Total Expense Ratio | 4.19 | 2.00 | 210% |
| Annual Report Gross Expense Ratio | 4.24 | 2.00 | 212% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 5.108 | 14.466 | 35% |
| Front Load | N/A | N/A | - |
| 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 | 3,332,268% |
| Returns for 1 year | 10.23 | 19.23 | 53% |
| Returns for 3 years | 28.85 | 36.48 | 79% |
| Returns for 5 years | 9.97 | 39.02 | 26% |
| Returns for 10 years | 45.18 | 109.43 | 41% |
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 % |
| HAINX | 57.94 | -0.48 | -0.82% |
| Harbor International Institutional | |||
| PEYAX | 43.38 | -0.43 | -0.98% |
| Putnam Large Cap Value A | |||
| VAPPX | 23.78 | -0.24 | -1.00% |
| VALIC Company I Capital Appreciation | |||
| BIRKX | 26.33 | -0.30 | -1.13% |
| BlackRock Sust Awr Advtg Lg Cp Cr K | |||
| EAFGX | 25.36 | -0.33 | -1.28% |
| Eaton Vance Focused Growth Opps A | |||