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BMSBX vs VMCPX
BMSBX vs VMCPX Comparison
Open Charts BMSBX vs VMCPX
MFS Blended Research Mid Cap Eq B
Price$12.87
Change-$0.85 (-6.20%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
BMSBX vs VMCPX Comparison Chart
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BMSBX vs. VMCPX commentary
Apr 04, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. BMSBX (1.23B). VMCPX pays higher dividends than BMSBX: VMCPX (1.61) vs BMSBX (0.00). BMSBX was incepted earlier than VMCPX: BMSBX (9 years) vs VMCPX (14 years). BMSBX (1.68) is less costly to investors than VMCPX (0.03). BMSBX is a more actively managed with annual turnover of: 75.00 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 : 6.65 vs. BMSBX (-4.72). VMCPX return over 5 years is better than : 113.27 vs. BMSBX (67.63).
| BMSBX | VMCPX | BMSBX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.68 | 0.03 | 5,600% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.860 | -0.622 | 299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -4.72 | 6.65 | -71% |
| Returns for 3 years | 6.77 | 9.79 | 69% |
| Returns for 5 years | 67.63 | 113.27 | 60% |
| Returns for 10 years | N/A | 106.31 | - |
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