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BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$15.53
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.53
Change-$0.13 (-0.18%)
VolumeN/A
CapitalizationN/A
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BMSFX vs VMCIX Comparison Chart
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BMSFX vs. VMCIX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. BMSFX (813M). VMCIX pays higher dividends than BMSFX: VMCIX (1.50) vs BMSFX (0.73). BMSFX was incepted earlier than VMCIX: BMSFX (8 years) vs VMCIX (26 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). BMSFX annual gain was more profitable for investors over the last year : 26.63 vs. VMCIX (20.58). VMCIX return over 5 years is better than : 55.18 vs. BMSFX (30.31).
| BMSFX | VMCIX | BMSFX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 16.502 | 11.336 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 172B | 0% |
| Annual Yield % from dividends | 0.73 | 1.50 | 49% |
| Returns for 1 year | 26.63 | 20.58 | 129% |
| Returns for 3 years | -2.34 | 6.80 | -34% |
| Returns for 5 years | 30.31 | 55.18 | 55% |
| Returns for 10 years | N/A | 122.16 | - |
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