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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+$0.18 (+1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$361.59
Change+$5.66 (+1.59%)
VolumeN/A
CapitalizationN/A
BMSDX vs VMCPX Comparison Chart
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BMSDX vs. VMCPX commentary
Dec 23, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. BMSDX (906M). 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 : 16.47 vs. BMSDX (9.01). VMCPX return over 5 years is better than : 51.71 vs. BMSDX (15.67).
| 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 | 8.507 | 15.456 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 190B | 0% |
| Annual Yield % from dividends | 0.08 | 1.51 | 5% |
| Returns for 1 year | 9.01 | 16.47 | 55% |
| Returns for 3 years | 7.36 | 8.12 | 91% |
| Returns for 5 years | 15.67 | 51.71 | 30% |
| Returns for 10 years | N/A | 119.46 | - |