Ad is loading...
MBXIX vs QGMNX
MBXIX vs QGMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MBXIX 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 MBXIX is a Buy and QGMNX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 7.9B vs. QGMNX (422M). MBXIX pays higher dividends than QGMNX: MBXIX (1.96) vs QGMNX (1.56). MBXIX was incepted earlier than QGMNX: MBXIX (9 years) vs QGMNX (11 years). MBXIX (2.03) and QGMNX (1.94) have similar cost to investors . QGMNX is a more actively managed with annual turnover of: 141.00 vs. MBXIX (48.00). MBXIX (2500) and QGMNX (2500) have matching initial minimum investment requirements. MBXIX (-4.08) and QGMNX (-4.22) have marching annual gain over last year. MBXIX return over 5 years is better than : 62.15 vs. QGMNX (16.56).
| MBXIX | QGMNX | MBXIX / QGMNX | |
| Total Expense Ratio | 2.03 | 1.70 | 119% |
| Annual Report Gross Expense Ratio | 2.03 | 1.94 | 105% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -3.735 | 1.062 | -352% |
| Front Load | N/A | 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 | 1.96 | 1.56 | 126% |
| Returns for 1 year | -4.08 | -4.22 | 97% |
| Returns for 3 years | 3.12 | 5.42 | 58% |
| Returns for 5 years | 62.15 | 16.56 | 375% |
| Returns for 10 years | N/A | 7.43 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...