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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: 8.47B vs. LSPAX (68.9M). LSPAX pays higher dividends than MBXFX: LSPAX (8.45) vs MBXFX (1.10). 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 : 8.70 vs. MBXFX (3.17). MBXFX return over 5 years is better than : 37.23 vs. LSPAX (30.49).
| 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 | 8.924 | 4.141 | 215% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9M | 8.47B | 1% |
| Annual Yield % from dividends | 8.45 | 1.10 | 767% |
| Returns for 1 year | 8.70 | 3.17 | 274% |
| Returns for 3 years | 19.66 | 14.70 | 134% |
| Returns for 5 years | 30.49 | 37.23 | 82% |
| Returns for 10 years | 49.89 | N/A | - |
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