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BMSBX vs VMCPX
BMSBX vs VMCPX Comparison
Open Charts BMSBX vs VMCPX
MFS Blended Research Mid Cap Eq B
Price$13.58
Change+$0.19 (+1.42%)
VolumeN/A
Net Assets1.38B
Vanguard Mid Cap Index InstitutionalPlus
Price$354.15
Change+$3.07 (+0.87%)
VolumeN/A
Net Assets175.12B
BMSBX vs VMCPX Comparison Chart
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BMSBX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSBX (1.38B). VMCPX pays higher dividends than BMSBX: VMCPX (1.62) 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 (16.00). 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 : 7.11 vs. BMSBX (-5.70). VMCPX return over 5 years is better than : 71.84 vs. BMSBX (33.48).
| 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 | -4.220 | -1.350 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.62 | - |
| Returns for 1 year | -5.70 | 7.11 | -80% |
| Returns for 3 years | 16.63 | 26.21 | 63% |
| Returns for 5 years | 33.48 | 71.84 | 47% |
| Returns for 10 years | N/A | 105.06 | - |
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