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BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$14.82
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets2.18B
Vanguard Mid Cap Index Institutional
Price$77.22
Change-$0.14 (-0.18%)
VolumeN/A
Net Assets198.55B
BMSFX vs VMCIX Comparison Chart in %
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BMSFX vs. VMCIX commentary
Nov 20, 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: 199B vs. BMSFX (2.18B). VMCIX pays higher dividends than BMSFX: VMCIX (1.50) vs BMSFX (0.61). BMSFX was incepted earlier than VMCIX: BMSFX (9 years) vs VMCIX (28 years). BMSFX (0.92) is less costly to investors than VMCIX (0.04). BMSFX is a more actively managed with annual turnover of: 58.00 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 : 3.13 vs. BMSFX (-7.81). VMCIX return over 5 years is better than : 46.16 vs. BMSFX (21.32).
| BMSFX | VMCIX | BMSFX / VMCIX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,300% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.645 | 7.231 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 199B | 1% |
| Annual Yield % from dividends | 0.61 | 1.50 | 41% |
| Returns for 1 year | -7.81 | 3.13 | -249% |
| Returns for 3 years | 24.39 | 35.56 | 69% |
| Returns for 5 years | 21.32 | 46.16 | 46% |
| Returns for 10 years | N/A | 134.18 | - |
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