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BMSBX vs VMCPX
BMSBX vs VMCPX Comparison
Open Charts BMSBX vs VMCPX
MFS Blended Research Mid Cap Eq B
Price$15.85
Change-$0.16 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$367.52
Change-$2.04 (-0.55%)
VolumeN/A
CapitalizationN/A
BMSBX vs VMCPX Comparison Chart
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BMSBX vs. VMCPX commentary
Nov 18, 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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSBX (882M). 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 : 34.32 vs. VMCPX (28.30). VMCPX return over 5 years is better than : 59.06 vs. BMSBX (28.99).
| 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 | 22.205 | 17.350 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 882M | 175B | 1% |
| Annual Yield % from dividends | 0.07 | 1.51 | 5% |
| Returns for 1 year | 34.32 | 28.30 | 121% |
| Returns for 3 years | -5.06 | 5.05 | -100% |
| Returns for 5 years | 28.99 | 59.06 | 49% |
| Returns for 10 years | N/A | 128.12 | - |
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