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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: 8.31B vs. LSPCX (71.2M). 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 (3.03). 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 : 4.14 vs. MBXFX (-0.30). MBXFX return over 5 years is better than : 37.47 vs. LSPCX (28.92).
| LSPCX | MBXFX | LSPCX / MBXFX | |
| Total Expense Ratio | 4.61 | 3.03 | 152% |
| Annual Report Gross Expense Ratio | 4.64 | 3.03 | 153% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 8.403 | 2.528 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 8.31B | 1% |
| Annual Yield % from dividends | 7.46 | 1.10 | 677% |
| Returns for 1 year | 4.14 | -0.30 | -1,388% |
| Returns for 3 years | 13.63 | 10.36 | 132% |
| Returns for 5 years | 28.92 | 37.47 | 77% |
| Returns for 10 years | 38.38 | N/A | - |
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