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FBTAX vs MSVEX
FBTAX vs MSVEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. MSVEX (1.91M). FBTAX pays higher dividends than MSVEX: FBTAX (2.95) vs MSVEX (0.00). FBTAX was incepted earlier than MSVEX: FBTAX (25 years) vs MSVEX (4 years). MSVEX (17.78) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. MSVEX (19.00). FBTAX initial investment is less costly to investors than MSVEX (5%) vs MSVEX (5%). FBTAX has a lower initial minimum investment than MSVEX: FBTAX (0) vs MSVEX (1000). FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. MSVEX (-6.84).
| FBTAX | MSVEX | FBTAX / MSVEX | |
| Total Expense Ratio | 0.96 | 1.30 | 74% |
| Annual Report Gross Expense Ratio | 0.96 | 17.78 | 5% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | -1.213 | -5.709 | 21% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.91M | 67,925% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -5.68 | -6.84 | 83% |
| Returns for 3 years | 28.75 | -9.17 | -313% |
| Returns for 5 years | -13.75 | N/A | - |
| Returns for 10 years | -8.19 | N/A | - |
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