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FBTAX vs MSVMX
FBTAX vs MSVMX Comparison
Open Charts FBTAX vs MSVMX
FBTAX vs MSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. MSVMX (1.63M). FBTAX pays higher dividends than MSVMX: FBTAX (1.13) vs MSVMX (0.58). FBTAX was incepted earlier than MSVMX: FBTAX (26 years) vs MSVMX (5 years). MSVMX (21.83) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. MSVMX (27.00). 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 : 72.81 vs. MSVMX (23.67).
| FBTAX | MSVMX | FBTAX / MSVMX | |
| Total Expense Ratio | 0.96 | 2.05 | 47% |
| Annual Report Gross Expense Ratio | 0.96 | 21.83 | 4% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 19.097 | -0.329 | -5,798% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.63M | 116,544% |
| Annual Yield % from dividends | 1.13 | 0.58 | 194% |
| Returns for 1 year | 72.81 | 23.67 | 308% |
| Returns for 3 years | 89.37 | -1.59 | -5,620% |
| Returns for 5 years | 41.96 | N/A | - |
| Returns for 10 years | 141.06 | N/A | - |
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