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FBTAX vs MSVEX
FBTAX vs MSVEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. MSVEX (2.32M). FBTAX pays higher dividends than MSVEX: FBTAX (1.95) vs MSVEX (0.00). FBTAX was incepted earlier than MSVEX: FBTAX (25 years) vs MSVEX (4 years). MSVEX (17.78) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. MSVEX (19.00). FBTAX initial investment is less costly to investors than MSVEX (5%) vs MSVEX (5%). FBTAX has a lower initial minimum investment than MSVEX: FBTAX (0) vs MSVEX (1000). FBTAX annual gain was more profitable for investors over the last year : 27.92 vs. MSVEX (6.94).
| FBTAX | MSVEX | FBTAX / MSVEX | |
| Total Expense Ratio | 0.96 | 1.30 | 74% |
| Annual Report Gross Expense Ratio | 0.96 | 17.78 | 5% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 43.219 | 14.706 | 294% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 2.32M | 83,470% |
| Annual Yield % from dividends | 1.95 | 0.00 | - |
| Returns for 1 year | 27.92 | 6.94 | 403% |
| Returns for 3 years | 58.87 | 5.37 | 1,097% |
| Returns for 5 years | 16.19 | N/A | - |
| Returns for 10 years | 58.76 | N/A | - |
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