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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: 8.47B vs. LSPCX (68.7M). LSPCX pays higher dividends than MBXFX: LSPCX (7.46) vs MBXFX (1.10). 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 : 7.91 vs. MBXFX (3.17). MBXFX return over 5 years is better than : 37.23 vs. LSPCX (25.79).
| 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 | 8.209 | 4.141 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.7M | 8.47B | 1% |
| Annual Yield % from dividends | 7.46 | 1.10 | 677% |
| Returns for 1 year | 7.91 | 3.17 | 250% |
| Returns for 3 years | 17.07 | 14.70 | 116% |
| Returns for 5 years | 25.79 | 37.23 | 69% |
| Returns for 10 years | 39.01 | N/A | - |
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