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BMSBX vs VMCPX
BMSBX vs VMCPX Comparison
Open Charts BMSBX vs VMCPX
MFS Blended Research Mid Cap Eq B
Price$14.36
Change-$0.24 (-1.64%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$335.92
Change-$4.05 (-1.19%)
VolumeN/A
CapitalizationN/A
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BMSBX vs VMCPX Comparison Chart
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BMSBX vs. VMCPX commentary
Sep 08, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. BMSBX (761M). VMCPX pays higher dividends than BMSBX: VMCPX (1.51) vs BMSBX (0.07). BMSBX was incepted earlier than VMCPX: BMSBX (8 years) vs VMCPX (14 years). BMSBX is a more actively managed with annual turnover of: 67.00 vs. VMCPX (13.00). BMSBX has a lower initial minimum investment than VMCPX: BMSBX (1000) vs VMCPX (100000000). BMSBX annual gain was more profitable for investors over the last year : 20.26 vs. VMCPX (15.94). VMCPX return over 5 years is better than : 51.94 vs. BMSBX (23.43).
| BMSBX | VMCPX | BMSBX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 12.567 | 8.502 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 172B | 0% |
| Annual Yield % from dividends | 0.07 | 1.51 | 5% |
| Returns for 1 year | 20.26 | 15.94 | 127% |
| Returns for 3 years | -9.80 | 1.70 | -576% |
| Returns for 5 years | 23.43 | 51.94 | 45% |
| Returns for 10 years | N/A | 114.41 | - |