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 | 1.686 | 2.413 | 70% |
Front Load | N/A | 4% | - |
Min. Initial Investment | 1000 | 1000 | 100% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 130M | 12.6B | 1% |
Annual Yield % from dividends | 4.06 | 4.04 | 101% |
Returns for 1 year | 5.79 | 7.87 | 74% |
Returns for 3 years | 7.04 | 8.88 | 79% |
Returns for 5 years | -7.57 | 1.26 | -599% |
Returns for 10 years | 16.62 | 20.93 | 79% |