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BMSBX vs VMCIX
BMSBX vs VMCIX Comparison
Open Charts BMSBX vs VMCIX
MFS Blended Research Mid Cap Eq B
Price$13.58
Change+$0.19 (+1.42%)
VolumeN/A
Net Assets1.38B
Vanguard Mid Cap Index Institutional
Price$71.81
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
BMSBX vs VMCIX Comparison Chart
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BMSBX vs. VMCIX 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 BMSBX is a Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. BMSBX (1.38B). VMCIX pays higher dividends than BMSBX: VMCIX (1.61) vs BMSBX (0.00). BMSBX was incepted earlier than VMCIX: BMSBX (9 years) vs VMCIX (27 years). BMSBX (1.68) is less costly to investors than VMCIX (0.04). BMSBX is a more actively managed with annual turnover of: 75.00 vs. VMCIX (16.00). 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 : 7.11 vs. BMSBX (-5.70). VMCIX return over 5 years is better than : 71.84 vs. BMSBX (33.48).
| BMSBX | VMCIX | BMSBX / VMCIX | |
| Total Expense Ratio | 1.59 | 0.04 | 3,975% |
| Annual Report Gross Expense Ratio | 1.68 | 0.04 | 4,200% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -4.220 | -1.350 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -5.70 | 7.11 | -80% |
| Returns for 3 years | 16.63 | 26.22 | 63% |
| Returns for 5 years | 33.48 | 71.84 | 47% |
| Returns for 10 years | N/A | 105.02 | - |