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BKMBX vs MSTVX
BKMBX vs MSTVX Comparison Chart
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BKMBX vs. MSTVX commentary
May 09, 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 MSTVX is a Buy.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.64B vs. MSTVX (209M). BKMBX pays higher dividends than MSTVX: BKMBX (4.05) vs MSTVX (3.00). BKMBX was incepted earlier than MSTVX: BKMBX (5 years) vs MSTVX (7 years). MSTVX (1.59) is less costly to investors than BKMBX (0.82). BKMBX is a more actively managed with annual turnover of: 242.00 vs. MSTVX (198.00). MSTVX has a lower initial minimum investment than BKMBX: MSTVX (0) vs BKMBX (5000000). MSTVX annual gain was more profitable for investors over the last year : 7.12 vs. BKMBX (6.65).
| BKMBX | MSTVX | BKMBX / MSTVX | |
| Total Expense Ratio | 0.82 | 1.42 | 58% |
| Annual Report Gross Expense Ratio | 0.82 | 1.59 | 52% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 2.874 | 2.519 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.64B | 209M | 3,654% |
| Annual Yield % from dividends | 4.05 | 3.00 | 135% |
| Returns for 1 year | 6.65 | 7.12 | 93% |
| Returns for 3 years | 17.30 | 14.64 | 118% |
| Returns for 5 years | N/A | 16.08 | - |
| Returns for 10 years | N/A | N/A | - |
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