LSPCX | MBXIX | LSPCX / MBXIX | |
Total Expense Ratio | 4.61 | 2.03 | 227% |
Annual Report Gross Expense Ratio | 4.64 | 2.03 | 229% |
Fund Existence | 12 years | 10 years | - |
Gain YTD | 4.618 | 4.173 | 111% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 71.1M | 8.45B | 1% |
Annual Yield % from dividends | 7.56 | 1.82 | 416% |
Returns for 1 year | 1.39 | 5.32 | 26% |
Returns for 3 years | 15.28 | 8.65 | 177% |
Returns for 5 years | 41.30 | 50.54 | 82% |
Returns for 10 years | 28.71 | N/A | - |