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BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$14.07
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.46B
Vanguard Mid Cap Index Institutional
Price$73.13
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets175.12B
BMSFX vs VMCIX Comparison Chart
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BMSFX vs. VMCIX commentary
May 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 BMSFX is a Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. BMSFX (1.46B). VMCIX pays higher dividends than BMSFX: VMCIX (1.61) vs BMSFX (0.69). BMSFX was incepted earlier than VMCIX: BMSFX (9 years) vs VMCIX (27 years). BMSFX (0.93) is less costly to investors than VMCIX (0.04). BMSFX is a more actively managed with annual turnover of: 75.00 vs. VMCIX (16.00). BMSFX has a lower initial minimum investment than VMCIX: BMSFX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 8.20 vs. BMSFX (-3.29). VMCIX return over 5 years is better than : 74.80 vs. BMSFX (40.11).
| BMSFX | VMCIX | BMSFX / VMCIX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -0.844 | 1.477 | -57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 175B | 1% |
| Annual Yield % from dividends | 0.69 | 1.61 | 43% |
| Returns for 1 year | -3.29 | 8.20 | -40% |
| Returns for 3 years | 20.44 | 28.28 | 72% |
| Returns for 5 years | 40.11 | 74.80 | 54% |
| Returns for 10 years | N/A | 108.55 | - |