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BMSDX vs VMCIX
BMSDX vs VMCIX Comparison
Open Charts BMSDX vs VMCIX
MFS Blended Research Mid Cap Eq C
Price$15.18
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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BMSDX vs VMCIX Comparison Chart
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BMSDX vs. VMCIX commentary
Sep 21, 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 BMSDX is a Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. BMSDX (813M). VMCIX pays higher dividends than BMSDX: VMCIX (1.50) vs BMSDX (0.08). BMSDX was incepted earlier than VMCIX: BMSDX (8 years) vs VMCIX (26 years). BMSDX is a more actively managed with annual turnover of: 67.00 vs. VMCIX (13.00). BMSDX has a lower initial minimum investment than VMCIX: BMSDX (1000) vs VMCIX (5000000). BMSDX annual gain was more profitable for investors over the last year : 25.58 vs. VMCIX (20.58). VMCIX return over 5 years is better than : 55.18 vs. BMSDX (25.72).
| BMSDX | VMCIX | BMSDX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 15.855 | 11.336 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 172B | 0% |
| Annual Yield % from dividends | 0.08 | 1.50 | 5% |
| Returns for 1 year | 25.58 | 20.58 | 124% |
| Returns for 3 years | -4.33 | 6.80 | -64% |
| Returns for 5 years | 25.72 | 55.18 | 47% |
| Returns for 10 years | N/A | 122.16 | - |
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