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MBXIX vs QGMNX
MBXIX vs QGMNX Comparison Chart
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MBXIX vs. QGMNX commentary
Mar 12, 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 Hold and QGMNX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.13B vs. QGMNX (349M). MBXIX pays higher dividends than QGMNX: MBXIX (1.86) vs QGMNX (1.52). MBXIX was incepted earlier than QGMNX: MBXIX (9 years) vs QGMNX (11 years). MBXIX (2.03) is less costly to investors than QGMNX (1.74). 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 annual gain was more profitable for investors over the last year : 2.74 vs. MBXIX (1.83). MBXIX return over 5 years is better than : 75.89 vs. QGMNX (25.30).
| MBXIX | QGMNX | MBXIX / QGMNX | |
| Total Expense Ratio | 2.03 | 1.49 | 136% |
| Annual Report Gross Expense Ratio | 2.03 | 1.74 | 117% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -3.297 | 6.263 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.13B | 349M | 2,329% |
| Annual Yield % from dividends | 1.86 | 1.52 | 123% |
| Returns for 1 year | 1.83 | 2.74 | 67% |
| Returns for 3 years | 12.14 | 12.98 | 93% |
| Returns for 5 years | 75.89 | 25.30 | 300% |
| Returns for 10 years | N/A | 12.52 | - |
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