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LSPCX vs MBXIX
LSPCX vs MBXIX Comparison
Open Charts LSPCX vs MBXIX
LSPCX vs MBXIX Comparison Chart in %
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LSPCX vs. MBXIX commentary
Jul 14, 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 Buy and MBXIX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 10.5B vs. LSPCX (71M). LSPCX pays higher dividends than MBXIX: LSPCX (7.45) vs MBXIX (0.00). LSPCX was incepted earlier than MBXIX: LSPCX (13 years) vs MBXIX (11 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 : 16.32 vs. LSPCX (9.80). MBXIX return over 5 years is better than : 38.22 vs. LSPCX (10.87).
| LSPCX | MBXIX | LSPCX / MBXIX | |
| Total Expense Ratio | 4.19 | 2.00 | 210% |
| Annual Report Gross Expense Ratio | 4.24 | 2.00 | 212% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 6.323 | 14.540 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71M | 10.5B | 1% |
| Annual Yield % from dividends | 7.45 | 0.00 | - |
| Returns for 1 year | 9.80 | 16.32 | 60% |
| Returns for 3 years | 29.26 | 36.45 | 80% |
| Returns for 5 years | 10.87 | 38.22 | 28% |
| Returns for 10 years | 42.39 | 96.71 | 44% |
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