MFSMX | TFBIX | MFSMX / TFBIX | |
Total Expense Ratio | 0.85 | 0.41 | 207% |
Annual Report Gross Expense Ratio | 1.01 | 0.41 | 246% |
Fund Existence | 41 years | 8 years | - |
Gain YTD | 2.099 | 2.110 | 99% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 149M | 2.34B | 6% |
Annual Yield % from dividends | 3.26 | 3.57 | 91% |
Returns for 1 year | 1.23 | 1.44 | 85% |
Returns for 3 years | 12.22 | 13.23 | 92% |
Returns for 5 years | 4.71 | 5.93 | 79% |
Returns for 10 years | 17.42 | N/A | - |