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BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$14.25
Change-$0.24 (-1.66%)
VolumeN/A
Net Assets1.55B
Vanguard Mid Cap Index Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
BMSFX vs VMCIX Comparison Chart
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BMSFX vs. VMCIX commentary
Jun 15, 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: 185B vs. BMSFX (1.55B). VMCIX pays higher dividends than BMSFX: VMCIX (1.53) vs BMSFX (0.65). 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 : 11.61 vs. BMSFX (-0.36). VMCIX return over 5 years is better than : 69.71 vs. BMSFX (37.17).
| 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 | 0.281 | 2.779 | 10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 185B | 1% |
| Annual Yield % from dividends | 0.65 | 1.53 | 42% |
| Returns for 1 year | -0.36 | 11.61 | -3% |
| Returns for 3 years | 28.30 | 39.17 | 72% |
| Returns for 5 years | 37.17 | 69.71 | 53% |
| Returns for 10 years | N/A | 114.21 | - |