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BMSFX vs VMCPX
BMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPX
MFS Blended Research Mid Cap Eq A
Price$16.79
Change+$0.24 (+1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$380.34
Change+$3.69 (+0.98%)
VolumeN/A
CapitalizationN/A
BMSFX vs VMCPX Comparison Chart
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BMSFX vs. VMCPX commentary
Nov 23, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSFX (915M). 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). BMSFX annual gain was more profitable for investors over the last year : 38.10 vs. VMCPX (31.11). VMCPX return over 5 years is better than : 64.71 vs. BMSFX (38.89).
| 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 | 27.681 | 21.443 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 175B | 1% |
| Annual Yield % from dividends | 0.73 | 1.51 | 49% |
| Returns for 1 year | 38.10 | 31.11 | 122% |
| Returns for 3 years | 2.06 | 11.24 | 18% |
| Returns for 5 years | 38.89 | 64.71 | 60% |
| Returns for 10 years | N/A | 133.38 | - |