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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: 8.35B vs. LSPAX (71.4M). LSPAX pays higher dividends than MBXFX: LSPAX (8.67) vs MBXFX (1.11). LSPAX was incepted earlier than MBXFX: LSPAX (12 years) vs MBXFX (5 years). LSPAX (3.89) is less costly to investors than MBXFX (3.03). 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 : 8.25 vs. MBXFX (0.98). MBXFX (44.04) and LSPAX (43.42) have equivalent 5 years return.
| LSPAX | MBXFX | LSPAX / MBXFX | |
| Total Expense Ratio | 3.86 | 3.03 | 127% |
| Annual Report Gross Expense Ratio | 3.89 | 3.03 | 128% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 8.326 | 2.608 | 319% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4M | 8.35B | 1% |
| Annual Yield % from dividends | 8.67 | 1.11 | 783% |
| Returns for 1 year | 8.25 | 0.98 | 841% |
| Returns for 3 years | 16.98 | 8.96 | 189% |
| Returns for 5 years | 43.42 | 44.04 | 99% |
| Returns for 10 years | 47.00 | N/A | - |
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