MSBOX | PBDAX | MSBOX / PBDAX | |
Total Expense Ratio | 1.75 | 1.49 | 117% |
Annual Report Gross Expense Ratio | 2.02 | 1.49 | 136% |
Fund Existence | 10 years | 21 years | - |
Gain YTD | 0.350 | 0.852 | 41% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 128M | 12.2B | 1% |
Annual Yield % from dividends | 4.02 | 4.08 | 99% |
Returns for 1 year | 2.59 | 4.30 | 60% |
Returns for 3 years | 7.00 | 8.75 | 80% |
Returns for 5 years | -9.74 | -1.12 | 870% |
Returns for 10 years | 16.13 | 19.76 | 82% |