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LSPAX vs MBXFX
LSPAX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.76B vs. LSPAX (71.9M). LSPAX pays higher dividends than MBXFX: LSPAX (8.55) vs MBXFX (0.00). LSPAX was incepted earlier than MBXFX: LSPAX (12 years) vs MBXFX (5 years). LSPAX (3.89) is less costly to investors than MBXFX (3.00). LSPAX is a more actively managed with annual turnover of: 57.00 vs. MBXFX (19.00). LSPAX (2500) and MBXFX (2500) have matching initial minimum investment requirements. LSPAX annual gain was more profitable for investors over the last year : 11.04 vs. MBXFX (3.20). MBXFX return over 5 years is better than : 37.58 vs. LSPAX (28.45).
| LSPAX | MBXFX | LSPAX / MBXFX | |
| Total Expense Ratio | 3.86 | 3.00 | 129% |
| Annual Report Gross Expense Ratio | 3.89 | 3.00 | 130% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 4.428 | 4.007 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.9M | 8.76B | 1% |
| Annual Yield % from dividends | 8.55 | 0.00 | - |
| Returns for 1 year | 11.04 | 3.20 | 345% |
| Returns for 3 years | 21.18 | 18.33 | 116% |
| Returns for 5 years | 28.45 | 37.58 | 76% |
| Returns for 10 years | 71.00 | N/A | - |
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