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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 (1.94M). 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). MSVEX annual gain was more profitable for investors over the last year : -10.05 vs. FBTAX (-11.79).
| 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 | 3.491 | -3.979 | -88% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.94M | 66,667% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -11.79 | -10.05 | 117% |
| Returns for 3 years | 33.22 | -13.93 | -238% |
| Returns for 5 years | -6.32 | N/A | - |
| Returns for 10 years | -6.05 | N/A | - |
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