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MBXAX vs QGMNX
MBXAX vs QGMNX Comparison Chart in %
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MBXAX vs. QGMNX commentary
Oct 22, 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 MBXAX is a Buy and QGMNX is a Hold.
FUNDAMENTALS
Fundamentals
MBXAX has more cash in the bank: 8.51B vs. QGMNX (601M). MBXAX pays higher dividends than QGMNX: MBXAX (1.62) vs QGMNX (1.50). MBXAX was incepted earlier than QGMNX: MBXAX (10 years) vs QGMNX (12 years). MBXAX (2.28) is less costly to investors than QGMNX (1.94). QGMNX is a more actively managed with annual turnover of: 141.00 vs. MBXAX (19.00). MBXAX (2500) and QGMNX (2500) have matching initial minimum investment requirements. QGMNX annual gain was more profitable for investors over the last year : 8.26 vs. MBXAX (5.36). MBXAX return over 5 years is better than : 51.84 vs. QGMNX (18.47).
| MBXAX | QGMNX | MBXAX / QGMNX | |
| Total Expense Ratio | 2.28 | 1.70 | 134% |
| Annual Report Gross Expense Ratio | 2.28 | 1.94 | 118% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 4.620 | 5.414 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.51B | 601M | 1,415% |
| Annual Yield % from dividends | 1.62 | 1.50 | 108% |
| Returns for 1 year | 5.36 | 8.26 | 65% |
| Returns for 3 years | 7.41 | -5.15 | -144% |
| Returns for 5 years | 51.84 | 18.47 | 281% |
| Returns for 10 years | N/A | 12.28 | - |
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