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FBTAX vs MSVOX
FBTAX vs MSVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. MSVOX (2.17M). FBTAX pays higher dividends than MSVOX: FBTAX (2.34) vs MSVOX (0.13). FBTAX was incepted earlier than MSVOX: FBTAX (25 years) vs MSVOX (4 years). MSVOX (17.86) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 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 : 6.68 vs. MSVOX (-0.20).
| FBTAX | MSVOX | FBTAX / MSVOX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.96 | 17.86 | 5% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 30.577 | 7.388 | 414% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 2.17M | 74,182% |
| Annual Yield % from dividends | 2.34 | 0.13 | 1,757% |
| Returns for 1 year | 6.68 | -0.20 | -3,423% |
| Returns for 3 years | 54.53 | 8.98 | 607% |
| Returns for 5 years | 12.22 | N/A | - |
| Returns for 10 years | 57.74 | N/A | - |
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