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BMSDX vs VMCPX
BMSDX vs VMCPX Comparison
Open Charts BMSDX vs VMCPX
MFS Blended Research Mid Cap Eq C
Price$14.40
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets1.68B
Vanguard Mid Cap Index InstitutionalPlus
Price$379.16
Change+$1.77 (+0.47%)
VolumeN/A
Net Assets192.45B
BMSDX vs VMCPX Comparison Chart in %
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BMSDX vs. VMCPX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. BMSDX (1.68B). VMCPX pays higher dividends than BMSDX: VMCPX (1.54) vs BMSDX (0.00). BMSDX was incepted earlier than VMCPX: BMSDX (9 years) vs VMCPX (15 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 (16.00). 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 : 10.56 vs. BMSDX (-2.58). VMCPX return over 5 years is better than : 65.24 vs. BMSDX (29.60).
| 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 | 15 years | - |
| Gain YTD | 3.015 | 6.043 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 192B | 1% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -2.58 | 10.56 | -24% |
| Returns for 3 years | 29.75 | 40.89 | 73% |
| Returns for 5 years | 29.60 | 65.24 | 45% |
| Returns for 10 years | N/A | 121.60 | - |
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