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FBTAX vs MSVMX
FBTAX vs MSVMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. MSVMX (1.74M). FBTAX pays higher dividends than MSVMX: FBTAX (2.97) vs MSVMX (0.00). FBTAX was incepted earlier than MSVMX: FBTAX (24 years) vs MSVMX (3 years). MSVMX (21.67) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. MSVMX (13.00). FBTAX has a lower initial minimum investment than MSVMX: FBTAX (0) vs MSVMX (1000). MSVMX (-21.60) and FBTAX (-21.94) have marching annual gain over last year.
| FBTAX | MSVMX | FBTAX / MSVMX | |
| Total Expense Ratio | 0.96 | 2.05 | 47% |
| Annual Report Gross Expense Ratio | 0.96 | 21.67 | 4% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | -17.824 | -14.035 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.74M | 79,805% |
| Annual Yield % from dividends | 2.97 | 0.00 | - |
| Returns for 1 year | -21.94 | -21.60 | 102% |
| Returns for 3 years | -6.20 | -33.93 | 18% |
| Returns for 5 years | -10.13 | N/A | - |
| Returns for 10 years | -20.03 | N/A | - |
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