MFSSX | NBMAX | MFSSX / NBMAX | |
Total Expense Ratio | 0.82 | 0.60 | 137% |
Annual Report Gross Expense Ratio | 0.87 | 0.60 | 145% |
Fund Existence | 40 years | 39 years | - |
Gain YTD | -2.897 | -2.933 | 99% |
Front Load | 4% | N/A | - |
Min. Initial Investment | 1000 | 100000 | 1% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 377M | 413M | 91% |
Annual Yield % from dividends | 3.19 | 3.56 | 90% |
Returns for 1 year | -2.16 | -2.13 | 102% |
Returns for 3 years | 3.04 | 2.35 | 129% |
Returns for 5 years | -0.99 | -3.13 | 32% |
Returns for 10 years | 11.20 | 8.38 | 134% |