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BMSBX vs VMCPX
BMSBX vs VMCPX Comparison
Open Charts BMSBX vs VMCPX
MFS Blended Research Mid Cap Eq B
Price$14.79
Change+$0.15 (+1.02%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index InstitutionalPlus
Price$374.61
Change+$4.66 (+1.26%)
VolumeN/A
Net Assets176.87B
BMSBX vs VMCPX Comparison Chart
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BMSBX vs. VMCPX commentary
Jan 31, 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 StrongBuy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. BMSBX (1.14B). 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 : 19.98 vs. BMSBX (12.36). VMCPX return over 5 years is better than : 55.98 vs. BMSBX (21.72).
| 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 | 4.721 | 3.886 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 177B | 1% |
| Annual Yield % from dividends | 0.07 | 1.51 | 5% |
| Returns for 1 year | 12.36 | 19.98 | 62% |
| Returns for 3 years | 15.83 | 17.56 | 90% |
| Returns for 5 years | 21.72 | 55.98 | 39% |
| Returns for 10 years | N/A | 128.87 | - |
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