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BMSFX vs VMCPX
BMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPX
MFS Blended Research Mid Cap Eq A
Price$14.22
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets955.83M
Vanguard Mid Cap Index InstitutionalPlus
Price$356.31
Change+$1.72 (+0.49%)
VolumeN/A
Net Assets176.87B
BMSFX vs VMCPX Comparison Chart
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BMSFX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. BMSFX (956M). VMCPX pays higher dividends than BMSFX: VMCPX (1.51) vs BMSFX (0.73). BMSFX was incepted earlier than VMCPX: BMSFX (8 years) vs VMCPX (14 years). BMSFX is a more actively managed with annual turnover of: 67.00 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 : 15.41 vs. BMSFX (9.64). VMCPX return over 5 years is better than : 47.17 vs. BMSFX (17.51).
| BMSFX | VMCPX | BMSFX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 0.070 | 0.056 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 956M | 177B | 1% |
| Annual Yield % from dividends | 0.73 | 1.51 | 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 | 47.17 | 37% |
| Returns for 10 years | N/A | 122.12 | - |
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