Interact to see
Advertisement
Advertisement
FBTAX vs MSVMX
FBTAX vs MSVMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. MSVMX (1.97M). FBTAX pays higher dividends than MSVMX: FBTAX (2.59) 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 : -2.11 vs. MSVMX (-10.82).
| 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 | 14.884 | -3.158 | -471% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 1.97M | 74,063% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | -2.11 | -10.82 | 19% |
| Returns for 3 years | 38.33 | -6.80 | -563% |
| Returns for 5 years | 8.83 | N/A | - |
| Returns for 10 years | 12.49 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement