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BMSDX vs VMCPX
BMSDX vs VMCPX Comparison
Open Charts BMSDX vs VMCPX
MFS Blended Research Mid Cap Eq C
Price$14.43
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets2.18B
Vanguard Mid Cap Index InstitutionalPlus
Price$380.85
Change-$0.66 (-0.17%)
VolumeN/A
Net Assets198.55B
BMSDX vs VMCPX Comparison Chart in %
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BMSDX vs. VMCPX commentary
Nov 20, 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: 199B vs. BMSDX (2.18B). VMCPX pays higher dividends than BMSDX: VMCPX (1.51) vs BMSDX (0.00). BMSDX was incepted earlier than VMCPX: BMSDX (9 years) vs VMCPX (15 years). BMSDX (1.67) is less costly to investors than VMCPX (0.03). BMSDX is a more actively managed with annual turnover of: 58.00 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 : 3.13 vs. BMSDX (-8.64). VMCPX return over 5 years is better than : 46.16 vs. BMSDX (16.88).
| BMSDX | VMCPX | BMSDX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.67 | 0.03 | 5,567% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 3.948 | 7.233 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 199B | 1% |
| Annual Yield % from dividends | 0.00 | 1.51 | - |
| Returns for 1 year | -8.64 | 3.13 | -276% |
| Returns for 3 years | 22.00 | 35.56 | 62% |
| Returns for 5 years | 16.88 | 46.16 | 37% |
| Returns for 10 years | N/A | 134.21 | - |
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