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BMSBX vs VMCIX
BMSBX vs VMCIX Comparison
Open Charts BMSBX vs VMCIX
MFS Blended Research Mid Cap Eq B
Price$13.92
Change-$0.50 (-3.47%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
BMSBX vs VMCIX Comparison Chart
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BMSBX vs. VMCIX commentary
Dec 19, 2024
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 BMSBX is a Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. BMSBX (918M). VMCIX pays higher dividends than BMSBX: VMCIX (1.50) vs BMSBX (0.07). BMSBX was incepted earlier than VMCIX: BMSBX (8 years) vs VMCIX (27 years). BMSBX is a more actively managed with annual turnover of: 67.00 vs. VMCIX (13.00). BMSBX has a lower initial minimum investment than VMCIX: BMSBX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 18.84 vs. BMSBX (12.66). VMCIX return over 5 years is better than : 55.78 vs. BMSBX (19.69).
| BMSBX | VMCIX | BMSBX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 11.180 | 17.828 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 190B | 0% |
| Annual Yield % from dividends | 0.07 | 1.50 | 5% |
| Returns for 1 year | 12.66 | 18.84 | 67% |
| Returns for 3 years | 11.01 | 11.37 | 97% |
| Returns for 5 years | 19.69 | 55.78 | 35% |
| Returns for 10 years | N/A | 125.56 | - |