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BKMBX vs DMSZX
BKMBX vs DMSZX Comparison Chart in %
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BKMBX vs. DMSZX commentary
Sep 08, 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 DMSZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.99B vs. DMSZX (558M). DMSZX pays higher dividends than BKMBX: DMSZX (6.19) vs BKMBX (4.05). BKMBX was incepted earlier than DMSZX: BKMBX (5 years) vs DMSZX (7 years). DMSZX (1.58) is less costly to investors than BKMBX (0.82). BKMBX is a more actively managed with annual turnover of: 242.00 vs. DMSZX (58.00). DMSZX has a lower initial minimum investment than BKMBX: DMSZX (0) vs BKMBX (5000000). DMSZX annual gain was more profitable for investors over the last year : 4.71 vs. BKMBX (2.52).
| BKMBX | DMSZX | BKMBX / DMSZX | |
| Total Expense Ratio | 0.82 | 1.17 | 70% |
| Annual Report Gross Expense Ratio | 0.82 | 1.58 | 52% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 3.766 | 3.131 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.99B | 558M | 1,432% |
| Annual Yield % from dividends | 4.05 | 6.19 | 65% |
| Returns for 1 year | 2.52 | 4.71 | 54% |
| Returns for 3 years | 18.92 | 24.71 | 77% |
| Returns for 5 years | N/A | 31.22 | - |
| Returns for 10 years | N/A | N/A | - |
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