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BMSDX vs VMCPX
BMSDX vs VMCPX Comparison
Open Charts BMSDX vs VMCPX
MFS Blended Research Mid Cap Eq C
Price$11.97
Change-$0.13 (-1.07%)
VolumeN/A
Net Assets1.09B
Vanguard Mid Cap Index InstitutionalPlus
Price$313.77
Change-$2.24 (-0.71%)
VolumeN/A
Net Assets175.23B
BMSDX vs VMCPX Comparison Chart
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BMSDX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSDX (1.09B). VMCPX pays higher dividends than BMSDX: VMCPX (1.61) vs BMSDX (0.00). BMSDX was incepted earlier than VMCPX: BMSDX (9 years) vs VMCPX (14 years). BMSDX (1.68) is less costly to investors than VMCPX (0.03). BMSDX is a more actively managed with annual turnover of: 75.00 vs. VMCPX (13.00). BMSDX has a lower initial minimum investment than VMCPX: BMSDX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : -3.69 vs. BMSDX (-14.73). VMCPX return over 5 years is better than : 90.56 vs. BMSDX (47.93).
| BMSDX | VMCPX | BMSDX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.68 | 0.03 | 5,600% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -13.137 | -11.204 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.61 | - |
| Returns for 1 year | -14.73 | -3.69 | 399% |
| Returns for 3 years | -4.56 | -0.53 | 862% |
| Returns for 5 years | 47.93 | 90.56 | 53% |
| Returns for 10 years | N/A | 85.05 | - |
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