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BMSDX vs VMCIX
BMSDX vs VMCIX Comparison
Open Charts BMSDX vs VMCIX
MFS Blended Research Mid Cap Eq C
Price$11.97
Change-$0.13 (-1.07%)
VolumeN/A
Net Assets1.09B
Vanguard Mid Cap Index Institutional
Price$63.62
Change-$0.46 (-0.72%)
VolumeN/A
Net Assets175.23B
BMSDX vs VMCIX Comparison Chart
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BMSDX vs. VMCIX commentary
Apr 08, 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 BMSDX is a Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. BMSDX (1.09B). VMCIX pays higher dividends than BMSDX: VMCIX (1.60) vs BMSDX (0.00). BMSDX was incepted earlier than VMCIX: BMSDX (9 years) vs VMCIX (27 years). BMSDX (1.68) is less costly to investors than VMCIX (0.04). BMSDX is a more actively managed with annual turnover of: 75.00 vs. VMCIX (13.00). BMSDX has a lower initial minimum investment than VMCIX: BMSDX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : -3.69 vs. BMSDX (-14.73). VMCIX return over 5 years is better than : 90.58 vs. BMSDX (47.93).
| BMSDX | VMCIX | BMSDX / VMCIX | |
| Total Expense Ratio | 1.59 | 0.04 | 3,975% |
| Annual Report Gross Expense Ratio | 1.68 | 0.04 | 4,200% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -13.137 | -11.203 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.60 | - |
| Returns for 1 year | -14.73 | -3.69 | 400% |
| Returns for 3 years | -4.56 | -0.53 | 867% |
| Returns for 5 years | 47.93 | 90.58 | 53% |
| Returns for 10 years | N/A | 85.02 | - |
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