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BMSDX vs VMCIX
BMSDX vs VMCIX Comparison
Open Charts BMSDX vs VMCIX
MFS Blended Research Mid Cap Eq C
Price$16.08
Change-$0.01 (-0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$75.64
Change-$0.09 (-0.12%)
VolumeN/A
CapitalizationN/A
BMSDX vs VMCIX Comparison Chart
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BMSDX vs. VMCIX commentary
Nov 14, 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: 175B vs. BMSDX (910M). VMCIX pays higher dividends than BMSDX: VMCIX (1.50) vs BMSDX (0.08). BMSDX was incepted earlier than VMCIX: BMSDX (8 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). BMSDX annual gain was more profitable for investors over the last year : 35.94 vs. VMCIX (30.18). VMCIX return over 5 years is better than : 61.42 vs. BMSDX (31.02).
| BMSDX | VMCIX | BMSDX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 24.362 | 19.104 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 175B | 1% |
| Annual Yield % from dividends | 0.08 | 1.50 | 5% |
| Returns for 1 year | 35.94 | 30.18 | 119% |
| Returns for 3 years | -3.40 | 7.46 | -46% |
| Returns for 5 years | 31.02 | 61.42 | 50% |
| Returns for 10 years | N/A | 132.98 | - |
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