Interact to see
Advertisement
Advertisement
BMSFX vs VMCPX
BMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPX
MFS Blended Research Mid Cap Eq A
Price$14.25
Change-$0.24 (-1.66%)
VolumeN/A
Net Assets1.55B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
BMSFX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. VMCPX commentary
Jun 15, 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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSFX (1.55B). VMCPX pays higher dividends than BMSFX: VMCPX (1.54) vs BMSFX (0.65). BMSFX was incepted earlier than VMCPX: BMSFX (9 years) vs VMCPX (15 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 (16.00). 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 : 11.60 vs. BMSFX (-0.36). VMCPX return over 5 years is better than : 69.72 vs. BMSFX (37.17).
| 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 | 15 years | - |
| Gain YTD | 0.281 | 2.781 | 10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 185B | 1% |
| Annual Yield % from dividends | 0.65 | 1.54 | 42% |
| Returns for 1 year | -0.36 | 11.60 | -3% |
| Returns for 3 years | 28.30 | 39.16 | 72% |
| Returns for 5 years | 37.17 | 69.72 | 53% |
| Returns for 10 years | N/A | 114.26 | - |