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BMSDX vs VMCPX
BMSDX vs VMCPX Comparison
Open Charts BMSDX vs VMCPX
MFS Blended Research Mid Cap Eq C
Price$15.18
Change-$0.04 (-0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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BMSDX vs VMCPX Comparison Chart
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BMSDX vs. VMCPX commentary
Sep 21, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. BMSDX (813M). 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). BMSDX annual gain was more profitable for investors over the last year : 25.58 vs. VMCPX (20.59). VMCPX return over 5 years is better than : 55.19 vs. BMSDX (25.72).
| 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 | 15.855 | 11.345 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 172B | 0% |
| Annual Yield % from dividends | 0.08 | 1.51 | 5% |
| Returns for 1 year | 25.58 | 20.59 | 124% |
| Returns for 3 years | -4.33 | 6.81 | -64% |
| Returns for 5 years | 25.72 | 55.19 | 47% |
| Returns for 10 years | N/A | 122.22 | - |
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