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FBTAX vs MSVMX
FBTAX vs MSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. MSVMX (1.91M). FBTAX pays higher dividends than MSVMX: FBTAX (2.95) vs MSVMX (0.00). FBTAX was incepted earlier than MSVMX: FBTAX (25 years) vs MSVMX (4 years). MSVMX (19.10) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. MSVMX (19.00). FBTAX has a lower initial minimum investment than MSVMX: FBTAX (0) vs MSVMX (1000). FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. MSVMX (-7.60).
| FBTAX | MSVMX | FBTAX / MSVMX | |
| Total Expense Ratio | 0.96 | 2.05 | 47% |
| Annual Report Gross Expense Ratio | 0.96 | 19.10 | 5% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | -1.213 | -6.140 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.91M | 67,925% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -5.68 | -7.60 | 75% |
| Returns for 3 years | 28.75 | -11.29 | -255% |
| Returns for 5 years | -13.75 | N/A | - |
| Returns for 10 years | -8.19 | N/A | - |
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