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ESPTX vs MDIHX
ESPTX vs MDIHX Comparison
Open Charts ESPTX vs MDIHX
UBS International Sustainable Equity P2
Price$13.17
Change+$0.76 (+6.12%)
VolumeN/A
Net Assets155.02M
MFS Intl Diversification R3
Price$28.64
Change+$0.91 (+3.28%)
VolumeN/A
Net Assets45.76B
ESPTX vs MDIHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MDIHX has more cash in the bank: 45.8B vs. ESPTX (155M). MDIHX (1.93) and ESPTX (1.86) have matching dividends . ESPTX was incepted earlier than MDIHX: ESPTX (5 years) vs MDIHX (21 years). ESPTX (1.26) is less costly to investors than MDIHX (1.10). ESPTX is a more actively managed with annual turnover of: 45.00 vs. MDIHX (2.00). MDIHX has a lower initial minimum investment than ESPTX: MDIHX (0) vs ESPTX (25000000). ESPTX (28.22) and MDIHX (27.33) have marching annual gain over last year. MDIHX return over 5 years is better than : 31.08 vs. ESPTX (18.95).
| ESPTX | MDIHX | ESPTX / MDIHX | |
| Total Expense Ratio | 0.25 | 1.08 | 23% |
| Annual Report Gross Expense Ratio | 1.26 | 1.10 | 115% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 2.810 | 5.566 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 45.8B | 0% |
| Annual Yield % from dividends | 1.86 | 1.93 | 96% |
| Returns for 1 year | 28.22 | 27.33 | 103% |
| Returns for 3 years | 54.23 | 42.38 | 128% |
| Returns for 5 years | 18.95 | 31.08 | 61% |
| Returns for 10 years | N/A | 137.00 | - |
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