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FBTAX vs MSVOX
FBTAX vs MSVOX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. MSVOX (1.87M). FBTAX pays higher dividends than MSVOX: FBTAX (2.95) vs MSVOX (0.14). FBTAX was incepted earlier than MSVOX: FBTAX (25 years) vs MSVOX (4 years). MSVOX (17.86) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. MSVOX (19.00). FBTAX has a lower initial minimum investment than MSVOX: FBTAX (0) vs MSVOX (5000000). FBTAX annual gain was more profitable for investors over the last year : -14.14 vs. MSVOX (-15.96).
| FBTAX | MSVOX | FBTAX / MSVOX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 0.96 | 17.86 | 5% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | -0.368 | -7.560 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.87M | 69,379% |
| Annual Yield % from dividends | 2.95 | 0.14 | 2,040% |
| Returns for 1 year | -14.14 | -15.96 | 89% |
| Returns for 3 years | 25.13 | -14.30 | -176% |
| Returns for 5 years | -14.17 | N/A | - |
| Returns for 10 years | -14.35 | N/A | - |