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BMBCX vs DMSZX
BMBCX vs DMSZX Comparison Chart
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BMBCX vs. DMSZX commentary
May 24, 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 BMBCX is a Hold and DMSZX is a Hold.
FUNDAMENTALS
Fundamentals
BMBCX has more cash in the bank: 7.68B vs. DMSZX (535M). DMSZX pays higher dividends than BMBCX: DMSZX (6.49) vs BMBCX (3.04). BMBCX was incepted earlier than DMSZX: BMBCX (10 years) vs DMSZX (7 years). BMBCX (1.89) is less costly to investors than DMSZX (1.65). BMBCX is a more actively managed with annual turnover of: 242.00 vs. DMSZX (58.00). DMSZX has a lower initial minimum investment than BMBCX: DMSZX (0) vs BMBCX (1000). BMBCX annual gain was more profitable for investors over the last year : 5.91 vs. DMSZX (3.56). DMSZX return over 5 years is better than : 35.90 vs. BMBCX (13.68).
| BMBCX | DMSZX | BMBCX / DMSZX | |
| Total Expense Ratio | 1.89 | 1.22 | 155% |
| Annual Report Gross Expense Ratio | 1.89 | 1.65 | 115% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.398 | -0.339 | -708% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.68B | 535M | 1,435% |
| Annual Yield % from dividends | 3.04 | 6.49 | 47% |
| Returns for 1 year | 5.91 | 3.56 | 166% |
| Returns for 3 years | 12.66 | 20.42 | 62% |
| Returns for 5 years | 13.68 | 35.90 | 38% |
| Returns for 10 years | 22.18 | N/A | - |
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