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BMSDX vs VMCPX
BMSDX vs VMCPX Comparison
Open Charts BMSDX vs VMCPX
MFS Blended Research Mid Cap Eq C
Price$14.60
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets1.08B
Vanguard Mid Cap Index InstitutionalPlus
Price$373.24
Change-$1.10 (-0.29%)
VolumeN/A
Net Assets176.87B
BMSDX vs VMCPX Comparison Chart
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BMSDX vs. VMCPX commentary
Jan 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. BMSDX (1.08B). VMCPX pays higher dividends than BMSDX: VMCPX (1.51) vs BMSDX (0.08). BMSDX was incepted earlier than VMCPX: BMSDX (8 years) vs VMCPX (14 years). BMSDX is a more actively managed with annual turnover of: 67.00 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 : 20.31 vs. BMSDX (12.57). VMCPX return over 5 years is better than : 53.51 vs. BMSDX (18.90).
| BMSDX | VMCPX | BMSDX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 4.810 | 4.810 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 177B | 1% |
| Annual Yield % from dividends | 0.08 | 1.51 | 5% |
| Returns for 1 year | 12.57 | 20.31 | 62% |
| Returns for 3 years | 18.33 | 21.35 | 86% |
| Returns for 5 years | 18.90 | 53.51 | 35% |
| Returns for 10 years | N/A | 128.96 | - |
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