Interact to see
Advertisement
Advertisement
FBTAX vs MSVDX
FBTAX vs MSVDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. MSVDX (2.31M). MSVDX pays higher dividends than FBTAX: MSVDX (1.53) vs FBTAX (1.17). FBTAX was incepted earlier than MSVDX: FBTAX (25 years) vs MSVDX (4 years). MSVDX (11.44) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. MSVDX (19.00). FBTAX has a lower initial minimum investment than MSVDX: FBTAX (0) vs MSVDX (1000000). FBTAX annual gain was more profitable for investors over the last year : 42.12 vs. MSVDX (6.60).
| FBTAX | MSVDX | FBTAX / MSVDX | |
| Total Expense Ratio | 0.96 | 0.95 | 101% |
| Annual Report Gross Expense Ratio | 0.96 | 11.44 | 8% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 2.751 | -1.973 | -139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 2.31M | 80,849% |
| Annual Yield % from dividends | 1.17 | 1.53 | 76% |
| Returns for 1 year | 42.12 | 6.60 | 638% |
| Returns for 3 years | 60.53 | 3.48 | 1,740% |
| Returns for 5 years | 12.38 | N/A | - |
| Returns for 10 years | 122.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement