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BKMBX vs MSTVX
BKMBX vs MSTVX Comparison Chart
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BKMBX vs. MSTVX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.49B vs. MSTVX (214M). BKMBX pays higher dividends than MSTVX: BKMBX (4.07) vs MSTVX (3.00). BKMBX was incepted earlier than MSTVX: BKMBX (5 years) vs MSTVX (6 years). MSTVX (1.59) is less costly to investors than BKMBX (0.82). BKMBX is a more actively managed with annual turnover of: 344.00 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 : 6.60 vs. BKMBX (5.81).
| 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 | 6 years | - |
| Gain YTD | 2.973 | 2.519 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.49B | 214M | 3,499% |
| Annual Yield % from dividends | 4.07 | 3.00 | 136% |
| Returns for 1 year | 5.81 | 6.60 | 88% |
| Returns for 3 years | 17.41 | 12.62 | 138% |
| Returns for 5 years | N/A | 20.33 | - |
| Returns for 10 years | N/A | N/A | - |
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