MFSMX | TFBVX | MFSMX / TFBVX | |
Total Expense Ratio | 0.85 | 0.42 | 202% |
Annual Report Gross Expense Ratio | 1.01 | 0.42 | 240% |
Fund Existence | 41 years | 8 years | - |
Gain YTD | -1.550 | -1.968 | 79% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 144M | 1.29B | 11% |
Annual Yield % from dividends | 3.26 | 3.53 | 92% |
Returns for 1 year | -1.27 | -1.46 | 87% |
Returns for 3 years | 5.95 | 6.82 | 87% |
Returns for 5 years | 1.27 | 0.13 | 983% |
Returns for 10 years | 13.12 | N/A | - |