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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+$0.18 (+1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$73.32
Change+$1.15 (+1.59%)
VolumeN/A
CapitalizationN/A
BMSDX vs VMCIX Comparison Chart
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BMSDX vs. VMCIX commentary
Dec 23, 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 Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. BMSDX (906M). 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). VMCIX annual gain was more profitable for investors over the last year : 16.48 vs. BMSDX (9.01). VMCIX return over 5 years is better than : 51.70 vs. BMSDX (15.67).
| 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 | 8.507 | 15.451 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 190B | 0% |
| Annual Yield % from dividends | 0.08 | 1.50 | 5% |
| Returns for 1 year | 9.01 | 16.48 | 55% |
| Returns for 3 years | 7.36 | 8.12 | 91% |
| Returns for 5 years | 15.67 | 51.70 | 30% |
| Returns for 10 years | N/A | 119.38 | - |