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FBTAX vs MSVOX
FBTAX vs MSVOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. MSVOX (1.85M). FBTAX pays higher dividends than MSVOX: FBTAX (3.05) vs MSVOX (0.15). FBTAX was incepted earlier than MSVOX: FBTAX (24 years) vs MSVOX (3 years). MSVOX (17.86) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. MSVOX (19.00). FBTAX has a lower initial minimum investment than MSVOX: FBTAX (0) vs MSVOX (5000000). FBTAX annual gain was more profitable for investors over the last year : -7.14 vs. MSVOX (-11.19).
| FBTAX | MSVOX | FBTAX / MSVOX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.96 | 17.86 | 5% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | -2.573 | -8.247 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.85M | 68,824% |
| Annual Yield % from dividends | 3.05 | 0.15 | 2,064% |
| Returns for 1 year | -7.14 | -11.19 | 64% |
| Returns for 3 years | 45.29 | 1.52 | 2,988% |
| Returns for 5 years | -8.77 | N/A | - |
| Returns for 10 years | -6.12 | N/A | - |
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