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BMSDX vs VMCPX
BMSDX vs VMCPX Comparison
Open Charts BMSDX vs VMCPX
MFS Blended Research Mid Cap Eq C
Price$14.03
Change-$0.31 (-2.16%)
VolumeN/A
Net Assets1.2B
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSDX vs VMCPX Comparison Chart
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BMSDX vs. VMCPX commentary
Feb 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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSDX (1.2B). VMCPX pays higher dividends than BMSDX: VMCPX (1.51) vs BMSDX (0.08). BMSDX was incepted earlier than VMCPX: BMSDX (9 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 : 18.45 vs. BMSDX (6.54). VMCPX return over 5 years is better than : 52.35 vs. BMSDX (15.38).
| BMSDX | VMCPX | BMSDX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.943 | 5.156 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 185B | 1% |
| Annual Yield % from dividends | 0.08 | 1.51 | 5% |
| Returns for 1 year | 6.54 | 18.45 | 35% |
| Returns for 3 years | 16.60 | 21.48 | 77% |
| Returns for 5 years | 15.38 | 52.35 | 29% |
| Returns for 10 years | N/A | 120.12 | - |