Ad is loading...
BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$13.23
Change+$0.25 (+1.93%)
VolumeN/A
Net Assets1.26B
Vanguard Mid Cap Index Institutional
Price$69.51
Change+$1.28 (+1.88%)
VolumeN/A
Net Assets175.23B
BMSFX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. VMCIX commentary
Apr 26, 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 (1.26B). VMCIX pays higher dividends than BMSFX: VMCIX (1.60) vs BMSFX (0.67). 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 (13.00). 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 : 4.35 vs. BMSFX (-8.48). VMCIX return over 5 years is better than : 73.08 vs. BMSFX (38.51).
| 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 | -8.656 | -5.452 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 175B | 1% |
| Annual Yield % from dividends | 0.67 | 1.60 | 42% |
| Returns for 1 year | -8.48 | 4.35 | -195% |
| Returns for 3 years | 4.03 | 10.23 | 39% |
| Returns for 5 years | 38.51 | 73.08 | 53% |
| Returns for 10 years | N/A | 96.33 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...