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MBXAX vs QGMNX
MBXAX vs QGMNX Comparison Chart in %
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MBXAX vs. QGMNX commentary
Jul 11, 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: 8.36B vs. QGMNX (482M). MBXAX pays higher dividends than QGMNX: MBXAX (1.65) vs QGMNX (1.53). MBXAX was incepted earlier than QGMNX: MBXAX (10 years) vs QGMNX (11 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 (48.00). MBXAX (2500) and QGMNX (2500) have matching initial minimum investment requirements. MBXAX annual gain was more profitable for investors over the last year : 1.17 vs. QGMNX (-0.82). MBXAX return over 5 years is better than : 57.90 vs. QGMNX (20.13).
| 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 | 11 years | - |
| Gain YTD | 2.518 | 3.928 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.36B | 482M | 1,735% |
| Annual Yield % from dividends | 1.65 | 1.53 | 108% |
| Returns for 1 year | 1.17 | -0.82 | -142% |
| Returns for 3 years | 13.21 | 4.96 | 266% |
| Returns for 5 years | 57.90 | 20.13 | 288% |
| Returns for 10 years | N/A | 12.72 | - |
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