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MBXIX vs QGMNX
MBXIX vs QGMNX Comparison Chart in %
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MBXIX 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 MBXIX is a Buy and QGMNX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.32B vs. QGMNX (562M). MBXIX pays higher dividends than QGMNX: MBXIX (1.83) 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. QGMNX (6.59) and MBXIX (6.43) have marching annual gain over last year. MBXIX return over 5 years is better than : 51.13 vs. QGMNX (19.16).
| 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 | 2.473 | 4.671 | 53% |
| Front Load | N/A | 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 | 1.83 | 1.53 | 119% |
| Returns for 1 year | 6.43 | 6.59 | 98% |
| Returns for 3 years | 13.31 | -1.24 | -1,072% |
| Returns for 5 years | 51.13 | 19.16 | 267% |
| Returns for 10 years | N/A | 10.72 | - |
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