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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: 1.87B vs. MSVMX (2.31M). FBTAX pays higher dividends than MSVMX: FBTAX (1.17) vs MSVMX (0.59). 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: 51.00 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 : 42.12 vs. MSVMX (5.41).
| 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 | 2.751 | -1.863 | -148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 2.31M | 80,849% |
| Annual Yield % from dividends | 1.17 | 0.59 | 197% |
| Returns for 1 year | 42.12 | 5.41 | 778% |
| Returns for 3 years | 60.53 | 0.26 | 23,495% |
| Returns for 5 years | 12.38 | N/A | - |
| Returns for 10 years | 122.13 | N/A | - |
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