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LSPIX vs MBXFX
LSPIX vs MBXFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
MBXFX has more cash in the bank: 8.79B vs. LSPIX (70.9M). LSPIX pays higher dividends than MBXFX: LSPIX (8.57) vs MBXFX (0.00). 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 : 9.41 vs. MBXFX (5.40). MBXFX return over 5 years is better than : 35.18 vs. LSPIX (28.26).
| 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 | 4.998 | 3.591 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.9M | 8.79B | 1% |
| Annual Yield % from dividends | 8.57 | 0.00 | - |
| Returns for 1 year | 9.41 | 5.40 | 174% |
| Returns for 3 years | 24.06 | 17.42 | 138% |
| Returns for 5 years | 28.26 | 35.18 | 80% |
| Returns for 10 years | 72.26 | N/A | - |
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