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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: 1.87B vs. MSVEX (2.28M). MSVEX pays higher dividends than FBTAX: MSVEX (1.23) vs FBTAX (1.17). 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 : 41.64 vs. MSVEX (5.80).
| 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 | 3.152 | -1.832 | -172% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 2.28M | 81,735% |
| Annual Yield % from dividends | 1.17 | 1.23 | 95% |
| Returns for 1 year | 41.64 | 5.80 | 718% |
| Returns for 3 years | 61.15 | 2.63 | 2,327% |
| Returns for 5 years | 10.89 | N/A | - |
| Returns for 10 years | 123.00 | N/A | - |
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