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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: 1.4B vs. MSVEX (1.89M). FBTAX pays higher dividends than MSVEX: FBTAX (2.74) 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: 73.00 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 : -3.79 vs. MSVEX (-13.88).
| 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 | 10.364 | -6.574 | -158% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 1.89M | 73,904% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -3.79 | -13.88 | 27% |
| Returns for 3 years | 22.33 | -19.77 | -113% |
| Returns for 5 years | 1.58 | N/A | - |
| Returns for 10 years | 4.97 | N/A | - |
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