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 | 3.458 | 3.091 | 112% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 2500 | 2500 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 70.3M | 8.37B | 1% |
Annual Yield % from dividends | 7.56 | 1.82 | 416% |
Returns for 1 year | 0.44 | 4.60 | 10% |
Returns for 3 years | 16.18 | 7.18 | 225% |
Returns for 5 years | 38.71 | 49.03 | 79% |
Returns for 10 years | 26.98 | N/A | - |