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LSPCX vs MBXFX
LSPCX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.76B vs. LSPCX (72.1M). LSPCX pays higher dividends than MBXFX: LSPCX (7.25) vs MBXFX (0.00). LSPCX was incepted earlier than MBXFX: LSPCX (12 years) vs MBXFX (5 years). LSPCX (4.64) is less costly to investors than MBXFX (3.00). LSPCX is a more actively managed with annual turnover of: 57.00 vs. MBXFX (19.00). LSPCX (2500) and MBXFX (2500) have matching initial minimum investment requirements. LSPCX annual gain was more profitable for investors over the last year : 8.42 vs. MBXFX (6.18). MBXFX return over 5 years is better than : 34.34 vs. LSPCX (21.75).
| LSPCX | MBXFX | LSPCX / MBXFX | |
| Total Expense Ratio | 4.61 | 3.00 | 154% |
| Annual Report Gross Expense Ratio | 4.64 | 3.00 | 155% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 5.513 | 4.163 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.1M | 8.76B | 1% |
| Annual Yield % from dividends | 7.25 | 0.00 | - |
| Returns for 1 year | 8.42 | 6.18 | 136% |
| Returns for 3 years | 21.15 | 18.07 | 117% |
| Returns for 5 years | 21.75 | 34.34 | 63% |
| Returns for 10 years | 56.75 | N/A | - |
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