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MBXIX vs RHSAX
MBXIX vs RHSAX Comparison Chart in %
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MBXIX vs. RHSAX commentary
Nov 20, 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 RHSAX is a Hold.
FUNDAMENTALS
Fundamentals
MBXIX has more cash in the bank: 8.19B vs. RHSAX (9.53M). RHSAX pays higher dividends than MBXIX: RHSAX (6.39) vs MBXIX (1.80). MBXIX was incepted earlier than RHSAX: MBXIX (10 years) vs RHSAX (16 years). RHSAX (3.27) is less costly to investors than MBXIX (2.03). RHSAX is a more actively managed with annual turnover of: 28.00 vs. MBXIX (19.00). RHSAX has a lower initial minimum investment than MBXIX: RHSAX (1000) vs MBXIX (2500). MBXIX annual gain was more profitable for investors over the last year : 0.37 vs. RHSAX (0.20). MBXIX return over 5 years is better than : 45.69 vs. RHSAX (25.40).
| MBXIX | RHSAX | MBXIX / RHSAX | |
| Total Expense Ratio | 2.03 | 2.16 | 94% |
| Annual Report Gross Expense Ratio | 2.03 | 3.27 | 62% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 1.417 | 2.693 | 53% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 9.53M | 85,887% |
| Annual Yield % from dividends | 1.80 | 6.39 | 28% |
| Returns for 1 year | 0.37 | 0.20 | 183% |
| Returns for 3 years | 11.52 | 33.13 | 35% |
| Returns for 5 years | 45.69 | 25.40 | 180% |
| Returns for 10 years | N/A | 11.34 | - |
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