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BMSBX vs VMCPX
BMSBX vs VMCPX Comparison
Open Charts BMSBX vs VMCPX
MFS Blended Research Mid Cap Eq B
Price$13.92
Change-$0.50 (-3.47%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
BMSBX vs VMCPX Comparison Chart
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BMSBX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. BMSBX (918M). 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). VMCPX annual gain was more profitable for investors over the last year : 18.84 vs. BMSBX (12.66). VMCPX return over 5 years is better than : 55.78 vs. BMSBX (19.69).
| 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 | 11.180 | 17.838 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 190B | 0% |
| Annual Yield % from dividends | 0.07 | 1.51 | 5% |
| Returns for 1 year | 12.66 | 18.84 | 67% |
| Returns for 3 years | 11.01 | 11.38 | 97% |
| Returns for 5 years | 19.69 | 55.78 | 35% |
| Returns for 10 years | N/A | 125.64 | - |