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MBXAX vs QGMNX
MBXAX vs QGMNX Comparison Chart in %
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MBXAX vs. QGMNX commentary
Sep 16, 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: 8.32B vs. QGMNX (562M). MBXAX pays higher dividends than QGMNX: MBXAX (1.63) 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. QGMNX annual gain was more profitable for investors over the last year : 6.59 vs. MBXAX (6.15). MBXAX return over 5 years is better than : 49.24 vs. QGMNX (19.16).
| 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 | 2.310 | 4.671 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32B | 562M | 1,481% |
| Annual Yield % from dividends | 1.63 | 1.53 | 106% |
| Returns for 1 year | 6.15 | 6.59 | 93% |
| Returns for 3 years | 12.44 | -1.24 | -1,002% |
| Returns for 5 years | 49.24 | 19.16 | 257% |
| Returns for 10 years | N/A | 10.72 | - |
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