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FBTAX vs MSVEX
FBTAX vs MSVEX Comparison
Open Charts FBTAX vs MSVEX
FBTAX vs MSVEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. MSVEX (1.98M). MSVEX pays higher dividends than FBTAX: MSVEX (1.21) vs FBTAX (1.13). FBTAX was incepted earlier than MSVEX: FBTAX (25 years) vs MSVEX (4 years). MSVEX (20.64) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. MSVEX (27.00). 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 : 50.10 vs. MSVEX (26.49).
| FBTAX | MSVEX | FBTAX / MSVEX | |
| Total Expense Ratio | 0.96 | 1.30 | 74% |
| Annual Report Gross Expense Ratio | 0.96 | 20.64 | 5% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 2.297 | 0.000 | - |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.98M | 95,867% |
| Annual Yield % from dividends | 1.13 | 1.21 | 94% |
| Returns for 1 year | 50.10 | 26.49 | 189% |
| Returns for 3 years | 59.94 | 3.56 | 1,682% |
| Returns for 5 years | 29.40 | N/A | - |
| Returns for 10 years | 91.09 | N/A | - |
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