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BAMBX vs MSTVX
BAMBX vs MSTVX Comparison Chart
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BAMBX vs. MSTVX commentary
May 11, 2025
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 BAMBX is a Hold and MSTVX is a Buy.
FUNDAMENTALS
Fundamentals
BAMBX has more cash in the bank: 7.64B vs. MSTVX (209M). BAMBX pays higher dividends than MSTVX: BAMBX (3.74) vs MSTVX (3.00). BAMBX was incepted earlier than MSTVX: BAMBX (10 years) vs MSTVX (7 years). MSTVX (1.59) is less costly to investors than BAMBX (1.21). BAMBX is a more actively managed with annual turnover of: 242.00 vs. MSTVX (198.00). MSTVX has a lower initial minimum investment than BAMBX: MSTVX (0) vs BAMBX (1000). MSTVX annual gain was more profitable for investors over the last year : 6.92 vs. BAMBX (5.81). BAMBX return over 5 years is better than : 18.08 vs. MSTVX (15.97).
| BAMBX | MSTVX | BAMBX / MSTVX | |
| Total Expense Ratio | 1.20 | 1.42 | 85% |
| Annual Report Gross Expense Ratio | 1.21 | 1.59 | 76% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.379 | 2.422 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.64B | 209M | 3,655% |
| Annual Yield % from dividends | 3.74 | 3.00 | 125% |
| Returns for 1 year | 5.81 | 6.92 | 84% |
| Returns for 3 years | 15.48 | 14.64 | 106% |
| Returns for 5 years | 18.08 | 15.97 | 113% |
| Returns for 10 years | N/A | N/A | - |
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