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FBTAX vs MSVDX
FBTAX vs MSVDX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. MSVDX (1.94M). FBTAX pays higher dividends than MSVDX: FBTAX (2.95) vs MSVDX (0.09). 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: 73.00 vs. MSVDX (19.00). FBTAX has a lower initial minimum investment than MSVDX: FBTAX (0) vs MSVDX (1000000). MSVDX annual gain was more profitable for investors over the last year : -9.63 vs. FBTAX (-10.87).
| 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 | 3.491 | -3.787 | -92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.94M | 66,667% |
| Annual Yield % from dividends | 2.95 | 0.09 | 3,455% |
| Returns for 1 year | -10.87 | -9.63 | 113% |
| Returns for 3 years | 31.49 | -11.59 | -272% |
| Returns for 5 years | -6.61 | N/A | - |
| Returns for 10 years | -6.23 | N/A | - |
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