MFSSX | SQMAX | MFSSX / SQMAX | |
Total Expense Ratio | 0.82 | 0.85 | 96% |
Annual Report Gross Expense Ratio | 0.87 | 0.92 | 95% |
Fund Existence | 40 years | 24 years | - |
Gain YTD | -3.096 | -2.445 | 127% |
Front Load | 4% | 3% | 155% |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 377M | 192M | 196% |
Annual Yield % from dividends | 3.19 | 2.80 | 114% |
Returns for 1 year | -2.36 | -1.81 | 130% |
Returns for 3 years | 2.93 | 2.35 | 125% |
Returns for 5 years | -1.20 | -3.96 | 30% |
Returns for 10 years | 10.87 | 12.47 | 87% |