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 | -2.648 | -3.262 | 81% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 500000 | 0% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 140M | 1.28B | 11% |
Annual Yield % from dividends | 3.21 | 3.48 | 92% |
Returns for 1 year | -1.73 | -2.15 | 80% |
Returns for 3 years | 3.32 | 4.06 | 82% |
Returns for 5 years | 0.08 | -1.19 | -7% |
Returns for 10 years | 11.75 | N/A | - |