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BMSFX vs VMCPX
BMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPX
MFS Blended Research Mid Cap Eq A
Price$14.33
Change-$0.32 (-2.18%)
VolumeN/A
Net Assets1.17B
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSFX vs VMCPX Comparison Chart
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BMSFX vs. VMCPX commentary
Feb 23, 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: 185B vs. BMSFX (1.17B). VMCPX pays higher dividends than BMSFX: VMCPX (1.51) vs BMSFX (0.73). BMSFX was incepted earlier than VMCPX: BMSFX (9 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 : 14.06 vs. BMSFX (5.17). VMCPX return over 5 years is better than : 48.48 vs. BMSFX (17.19).
| BMSFX | VMCPX | BMSFX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.844 | 2.485 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 185B | 1% |
| Annual Yield % from dividends | 0.73 | 1.51 | 49% |
| Returns for 1 year | 5.17 | 14.06 | 37% |
| Returns for 3 years | 16.32 | 19.70 | 83% |
| Returns for 5 years | 17.19 | 48.48 | 35% |
| Returns for 10 years | N/A | 114.38 | - |
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