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BKMBX vs DMSFX
BKMBX vs DMSFX Comparison Chart
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BKMBX vs. DMSFX commentary
Apr 18, 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 BKMBX is a Hold and DMSFX is a Hold.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.52B vs. DMSFX (553M). DMSFX pays higher dividends than BKMBX: DMSFX (6.13) vs BKMBX (4.07). BKMBX was incepted earlier than DMSFX: BKMBX (5 years) vs DMSFX (8 years). DMSFX (1.80) is less costly to investors than BKMBX (0.82). BKMBX is a more actively managed with annual turnover of: 344.00 vs. DMSFX (79.00). DMSFX has a lower initial minimum investment than BKMBX: DMSFX (0) vs BKMBX (5000000). BKMBX annual gain was more profitable for investors over the last year : 6.04 vs. DMSFX (1.68).
| BKMBX | DMSFX | BKMBX / DMSFX | |
| Total Expense Ratio | 0.82 | 1.37 | 60% |
| Annual Report Gross Expense Ratio | 0.82 | 1.80 | 46% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 1.982 | -2.584 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.52B | 553M | 1,359% |
| Annual Yield % from dividends | 4.07 | 6.13 | 66% |
| Returns for 1 year | 6.04 | 1.68 | 360% |
| Returns for 3 years | 17.32 | 13.82 | 125% |
| Returns for 5 years | N/A | 37.88 | - |
| Returns for 10 years | N/A | N/A | - |
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