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MBXAX vs QGMNX
MBXAX vs QGMNX Comparison Chart
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MBXAX vs. QGMNX commentary
May 13, 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: 7.9B vs. QGMNX (422M). MBXAX pays higher dividends than QGMNX: MBXAX (1.75) vs QGMNX (1.56). MBXAX was incepted earlier than QGMNX: MBXAX (9 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. QGMNX (-4.22) and MBXAX (-4.31) have marching annual gain over last year. MBXAX return over 5 years is better than : 60.11 vs. QGMNX (16.56).
| MBXAX | QGMNX | MBXAX / QGMNX | |
| Total Expense Ratio | 2.28 | 1.70 | 134% |
| Annual Report Gross Expense Ratio | 2.28 | 1.94 | 118% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -3.789 | 1.062 | -357% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.9B | 422M | 1,873% |
| Annual Yield % from dividends | 1.75 | 1.56 | 112% |
| Returns for 1 year | -4.31 | -4.22 | 102% |
| Returns for 3 years | 2.33 | 5.42 | 43% |
| Returns for 5 years | 60.11 | 16.56 | 363% |
| Returns for 10 years | N/A | 7.43 | - |
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