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FBTAX vs MSVMX
FBTAX vs MSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. MSVMX (1.87M). FBTAX pays higher dividends than MSVMX: FBTAX (2.74) vs MSVMX (0.00). FBTAX was incepted earlier than MSVMX: FBTAX (25 years) vs MSVMX (4 years). MSVMX (19.10) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. MSVMX (19.00). FBTAX has a lower initial minimum investment than MSVMX: FBTAX (0) vs MSVMX (1000). FBTAX annual gain was more profitable for investors over the last year : -3.79 vs. MSVMX (-15.65).
| FBTAX | MSVMX | FBTAX / MSVMX | |
| Total Expense Ratio | 0.96 | 2.05 | 47% |
| Annual Report Gross Expense Ratio | 0.96 | 19.10 | 5% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 10.364 | -8.246 | -126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 1.87M | 74,933% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -3.79 | -15.65 | 24% |
| Returns for 3 years | 22.33 | -22.61 | -99% |
| Returns for 5 years | 1.58 | N/A | - |
| Returns for 10 years | 4.97 | N/A | - |