Interact to see
Advertisement
Advertisement
LSPIX vs MBXFX
LSPIX vs MBXFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.47B vs. LSPIX (68.9M). LSPIX pays higher dividends than MBXFX: LSPIX (8.81) vs MBXFX (1.10). LSPIX was incepted earlier than MBXFX: LSPIX (12 years) vs MBXFX (5 years). LSPIX (3.64) is less costly to investors than MBXFX (3.00). LSPIX is a more actively managed with annual turnover of: 57.00 vs. MBXFX (19.00). MBXFX has a lower initial minimum investment than LSPIX: MBXFX (2500) vs LSPIX (100000). LSPIX annual gain was more profitable for investors over the last year : 9.06 vs. MBXFX (3.17). MBXFX return over 5 years is better than : 37.23 vs. LSPIX (32.24).
| LSPIX | MBXFX | LSPIX / MBXFX | |
| Total Expense Ratio | 3.61 | 3.00 | 120% |
| Annual Report Gross Expense Ratio | 3.64 | 3.00 | 121% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 9.255 | 4.141 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.9M | 8.47B | 1% |
| Annual Yield % from dividends | 8.81 | 1.10 | 799% |
| Returns for 1 year | 9.06 | 3.17 | 286% |
| Returns for 3 years | 20.63 | 14.70 | 140% |
| Returns for 5 years | 32.24 | 37.23 | 87% |
| Returns for 10 years | 53.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers