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BMSFX vs VMCPX
BMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPX
MFS Blended Research Mid Cap Eq A
Price$13.11
Change-$0.87 (-6.22%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
BMSFX vs VMCPX Comparison Chart
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BMSFX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. BMSFX (1.23B). VMCPX pays higher dividends than BMSFX: VMCPX (1.61) vs BMSFX (0.67). BMSFX was incepted earlier than VMCPX: BMSFX (9 years) vs VMCPX (14 years). BMSFX (0.93) is less costly to investors than VMCPX (0.03). BMSFX is a more actively managed with annual turnover of: 75.00 vs. VMCPX (13.00). BMSFX has a lower initial minimum investment than VMCPX: BMSFX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 6.65 vs. BMSFX (-3.79). VMCPX return over 5 years is better than : 113.27 vs. BMSFX (73.44).
| BMSFX | VMCPX | BMSFX / VMCPX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -1.619 | -0.622 | 260% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.67 | 1.61 | 42% |
| Returns for 1 year | -3.79 | 6.65 | -57% |
| Returns for 3 years | 8.61 | 9.79 | 88% |
| Returns for 5 years | 73.44 | 113.27 | 65% |
| Returns for 10 years | N/A | 106.31 | - |