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FBTAX vs MSVEX
FBTAX vs MSVEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.37B vs. MSVEX (1.85M). FBTAX pays higher dividends than MSVEX: FBTAX (2.96) vs MSVEX (0.00). FBTAX was incepted earlier than MSVEX: FBTAX (24 years) vs MSVEX (3 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 : -9.43 vs. MSVEX (-11.87).
| FBTAX | MSVEX | FBTAX / MSVEX | |
| Total Expense Ratio | 0.96 | 1.30 | 74% |
| Annual Report Gross Expense Ratio | 0.96 | 17.78 | 5% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | -6.211 | -8.824 | 70% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 1.85M | 73,944% |
| Annual Yield % from dividends | 2.96 | 0.00 | - |
| Returns for 1 year | -9.43 | -11.87 | 79% |
| Returns for 3 years | 26.90 | -8.92 | -302% |
| Returns for 5 years | -12.69 | N/A | - |
| Returns for 10 years | -9.07 | N/A | - |
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