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BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$14.22
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets955.83M
Vanguard Mid Cap Index Institutional
Price$72.25
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets176.87B
BMSFX vs VMCIX Comparison Chart
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BMSFX vs. VMCIX commentary
Jan 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. BMSFX (956M). VMCIX pays higher dividends than BMSFX: VMCIX (1.50) vs BMSFX (0.73). BMSFX was incepted earlier than VMCIX: BMSFX (8 years) vs VMCIX (27 years). BMSFX is a more actively managed with annual turnover of: 67.00 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 : 15.41 vs. BMSFX (9.64). VMCIX return over 5 years is better than : 47.16 vs. BMSFX (17.51).
| BMSFX | VMCIX | BMSFX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 0.070 | 0.055 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 956M | 177B | 1% |
| Annual Yield % from dividends | 0.73 | 1.50 | 49% |
| Returns for 1 year | 9.64 | 15.41 | 63% |
| Returns for 3 years | 8.16 | 8.92 | 92% |
| Returns for 5 years | 17.51 | 47.16 | 37% |
| Returns for 10 years | N/A | 122.03 | - |
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