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BKMBX vs MSTVX
BKMBX vs MSTVX Comparison Chart in %
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BKMBX vs. MSTVX commentary
Jan 16, 2026
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: 8.04B vs. MSTVX (235M). MSTVX pays higher dividends than BKMBX: MSTVX (3.41) vs BKMBX (2.38). BKMBX was incepted earlier than MSTVX: BKMBX (5 years) vs MSTVX (7 years). MSTVX (1.55) is less costly to investors than BKMBX (0.82). BKMBX is a more actively managed with annual turnover of: 242.00 vs. MSTVX (213.00). 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 : 6.10 vs. BKMBX (5.21). BKMBX return over 5 years is better than : 22.37 vs. MSTVX (15.51).
| BKMBX | MSTVX | BKMBX / MSTVX | |
| Total Expense Ratio | 0.82 | 1.39 | 59% |
| Annual Report Gross Expense Ratio | 0.82 | 1.55 | 53% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 0.483 | 0.377 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.04B | 235M | 3,422% |
| Annual Yield % from dividends | 2.38 | 3.41 | 70% |
| Returns for 1 year | 5.21 | 6.10 | 85% |
| Returns for 3 years | 20.27 | 20.67 | 98% |
| Returns for 5 years | 22.37 | 15.51 | 144% |
| Returns for 10 years | N/A | N/A | - |
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