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FSVEX vs RBATX
FSVEX vs RBATX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
RBATX has more cash in the bank: 3.94B vs. FSVEX (1.25M). FSVEX pays higher dividends than RBATX: FSVEX (2.18) vs RBATX (2.02). FSVEX was incepted earlier than RBATX: FSVEX (2 years) vs RBATX (19 years). RBATX (1.38) is less costly to investors than FSVEX (0.91). FSVEX is a more actively managed with annual turnover of: 15.00 vs. RBATX (8.00). FSVEX has a lower initial minimum investment than RBATX: FSVEX (0) vs RBATX (250). FSVEX (6.81) and RBATX (6.78) have marching annual gain over last year.
| FSVEX | RBATX | FSVEX / RBATX | |
| Total Expense Ratio | 0.91 | 1.38 | 66% |
| Annual Report Gross Expense Ratio | 0.91 | 1.38 | 66% |
| Fund Existence | 2 years | 19 years | - |
| Gain YTD | 8.096 | 9.250 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25M | 3.94B | 0% |
| Annual Yield % from dividends | 2.18 | 2.02 | 108% |
| Returns for 1 year | 6.81 | 6.78 | 100% |
| Returns for 3 years | N/A | 19.18 | - |
| Returns for 5 years | N/A | 18.04 | - |
| Returns for 10 years | N/A | 37.13 | - |