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FBTAX vs MSVDX
FBTAX vs MSVDX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.5B vs. MSVDX (1.97M). FBTAX pays higher dividends than MSVDX: FBTAX (2.83) vs MSVDX (0.08). FBTAX was incepted earlier than MSVDX: FBTAX (24 years) vs MSVDX (3 years). MSVDX (13.74) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. MSVDX (13.00). FBTAX has a lower initial minimum investment than MSVDX: FBTAX (0) vs MSVDX (1000000). FBTAX annual gain was more profitable for investors over the last year : -8.08 vs. MSVDX (-12.16).
| FBTAX | MSVDX | FBTAX / MSVDX | |
| Total Expense Ratio | 0.96 | 0.95 | 101% |
| Annual Report Gross Expense Ratio | 0.96 | 13.74 | 7% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | 0.221 | -2.410 | -9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.97M | 76,205% |
| Annual Yield % from dividends | 2.83 | 0.08 | 3,570% |
| Returns for 1 year | -8.08 | -12.16 | 66% |
| Returns for 3 years | 20.26 | -18.00 | -113% |
| Returns for 5 years | 14.25 | N/A | - |
| Returns for 10 years | -0.09 | N/A | - |
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