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MBXIX vs QGMNX
MBXIX vs QGMNX Comparison Chart in %
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MBXIX 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 MBXIX is a Buy and QGMNX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.36B vs. QGMNX (482M). MBXIX pays higher dividends than QGMNX: MBXIX (1.85) vs QGMNX (1.53). MBXIX was incepted earlier than QGMNX: MBXIX (10 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 annual gain was more profitable for investors over the last year : 1.44 vs. QGMNX (-0.82). MBXIX return over 5 years is better than : 59.91 vs. QGMNX (20.13).
| MBXIX | QGMNX | MBXIX / QGMNX | |
| Total Expense Ratio | 2.03 | 1.70 | 119% |
| Annual Report Gross Expense Ratio | 2.03 | 1.94 | 105% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 2.653 | 3.928 | 68% |
| Front Load | N/A | 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 | 1.85 | 1.53 | 121% |
| Returns for 1 year | 1.44 | -0.82 | -176% |
| Returns for 3 years | 14.11 | 4.96 | 285% |
| Returns for 5 years | 59.91 | 20.13 | 298% |
| Returns for 10 years | N/A | 12.72 | - |
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