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FTAZX vs MBVAX
FTAZX vs MBVAX Comparison
Open Charts FTAZX vs MBVAX
FTAZX vs MBVAX Comparison Chart in %
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FTAZX vs. MBVAX commentary
Jul 01, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTAZX is a Hold and MBVAX is a Hold.
FUNDAMENTALS
Fundamentals
FTAZX has more cash in the bank: 608M vs. MBVAX (348M). FTAZX pays higher dividends than MBVAX: FTAZX (3.37) vs MBVAX (2.49). FTAZX was incepted earlier than MBVAX: FTAZX (39 years) vs MBVAX (33 years). MBVAX (1.65) is less costly to investors than FTAZX (0.67). FTAZX is a more actively managed with annual turnover of: 17.42 vs. MBVAX (9.00). FTAZX (1000) and MBVAX (1000) have matching initial minimum investment requirements. FTAZX annual gain was more profitable for investors over the last year : 7.67 vs. MBVAX (6.47). FTAZX return over 5 years is better than : 0.74 vs. MBVAX (-1.12).
| FTAZX | MBVAX | FTAZX / MBVAX | |
| Total Expense Ratio | 0.67 | 1.57 | 43% |
| Annual Report Gross Expense Ratio | 0.67 | 1.65 | 41% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 2.485 | 1.814 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 608M | 348M | 175% |
| Annual Yield % from dividends | 3.37 | 2.49 | 135% |
| Returns for 1 year | 7.67 | 6.47 | 118% |
| Returns for 3 years | 12.39 | 8.65 | 143% |
| Returns for 5 years | 0.74 | -1.12 | -66% |
| Returns for 10 years | 3.01 | 6.93 | 43% |
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