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BMSDX vs VMCIX
BMSDX vs VMCIX Comparison
Open Charts BMSDX vs VMCIX
MFS Blended Research Mid Cap Eq C
Price$14.03
Change-$0.31 (-2.16%)
VolumeN/A
Net Assets1.2B
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSDX vs VMCIX Comparison Chart
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BMSDX vs. VMCIX commentary
Feb 23, 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 Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. BMSDX (1.2B). VMCIX pays higher dividends than BMSDX: VMCIX (1.50) vs BMSDX (0.08). BMSDX was incepted earlier than VMCIX: BMSDX (9 years) vs VMCIX (27 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). VMCIX annual gain was more profitable for investors over the last year : 18.45 vs. BMSDX (6.54). VMCIX return over 5 years is better than : 52.35 vs. BMSDX (15.38).
| BMSDX | VMCIX | BMSDX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 2.943 | 5.152 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 185B | 1% |
| Annual Yield % from dividends | 0.08 | 1.50 | 5% |
| Returns for 1 year | 6.54 | 18.45 | 35% |
| Returns for 3 years | 16.60 | 21.49 | 77% |
| Returns for 5 years | 15.38 | 52.35 | 29% |
| Returns for 10 years | N/A | 120.09 | - |
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