MFSMX | TFBVX | MFSMX / TFBVX | |
Total Expense Ratio | 0.83 | 0.42 | 198% |
Annual Report Gross Expense Ratio | 0.99 | 0.42 | 236% |
Fund Existence | 41 years | 8 years | - |
Gain YTD | -1.799 | -2.360 | 76% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 140M | 1.3B | 11% |
Annual Yield % from dividends | 3.21 | 3.48 | 92% |
Returns for 1 year | -0.42 | -0.81 | 52% |
Returns for 3 years | 6.52 | 8.44 | 77% |
Returns for 5 years | 2.39 | 0.96 | 250% |
Returns for 10 years | 13.25 | N/A | - |