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BMSFX vs VSEMX
BMSFX vs VSEMX Comparison
Open Charts BMSFX vs VSEMX
MFS Blended Research Mid Cap Eq A
Price$14.07
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.46B
Vanguard Extended Market Index Instl Sel
Price$221.27
Change+$0.51 (+0.23%)
VolumeN/A
Net Assets100.64B
BMSFX vs VSEMX Comparison Chart
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BMSFX vs. VSEMX commentary
May 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 Buy and VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. BMSFX (1.46B). VSEMX pays higher dividends than BMSFX: VSEMX (1.33) vs BMSFX (0.69). BMSFX was incepted earlier than VSEMX: BMSFX (9 years) vs VSEMX (9 years). BMSFX (0.93) is less costly to investors than VSEMX (0.02). BMSFX is a more actively managed with annual turnover of: 75.00 vs. VSEMX (11.00). BMSFX has a lower initial minimum investment than VSEMX: BMSFX (1000) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 5.40 vs. BMSFX (-3.29). VSEMX return over 5 years is better than : 66.90 vs. BMSFX (40.11).
| BMSFX | VSEMX | BMSFX / VSEMX | |
| Total Expense Ratio | 0.84 | 0.02 | 4,200% |
| Annual Report Gross Expense Ratio | 0.93 | 0.02 | 4,650% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -0.844 | -4.586 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 101B | 1% |
| Annual Yield % from dividends | 0.69 | 1.33 | 52% |
| Returns for 1 year | -3.29 | 5.40 | -61% |
| Returns for 3 years | 20.44 | 30.84 | 66% |
| Returns for 5 years | 40.11 | 66.90 | 60% |
| Returns for 10 years | N/A | N/A | - |
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