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BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$13.11
Change-$0.87 (-6.22%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index Institutional
Price$68.17
Change-$3.54 (-4.94%)
VolumeN/A
Net Assets181.84B
BMSFX vs VMCIX Comparison Chart
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BMSFX vs. VMCIX commentary
Apr 04, 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 Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. BMSFX (1.23B). 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 : 6.65 vs. BMSFX (-3.79). VMCIX return over 5 years is better than : 113.27 vs. BMSFX (73.44).
| 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 | -1.619 | -0.630 | 257% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.67 | 1.60 | 42% |
| Returns for 1 year | -3.79 | 6.65 | -57% |
| Returns for 3 years | 8.61 | 9.78 | 88% |
| Returns for 5 years | 73.44 | 113.27 | 65% |
| Returns for 10 years | N/A | 106.23 | - |
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