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BMSFX vs VSEMX
BMSFX vs VSEMX Comparison
Open Charts BMSFX vs VSEMX
MFS Blended Research Mid Cap Eq A
Price$13.23
Change+$0.25 (+1.93%)
VolumeN/A
Net Assets1.26B
Vanguard Extended Market Index Instl Sel
Price$206.95
Change+$5.08 (+2.52%)
VolumeN/A
Net Assets101.44B
BMSFX vs VSEMX Comparison Chart
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BMSFX vs. VSEMX commentary
Apr 26, 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 (1.26B). VSEMX pays higher dividends than BMSFX: VSEMX (1.32) vs BMSFX (0.67). 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 : 0.00 vs. BMSFX (-8.48). VSEMX return over 5 years is better than : 69.67 vs. BMSFX (38.51).
| 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 | -8.656 | -12.750 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 101B | 1% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | -8.48 | 0.00 | -637,178% |
| Returns for 3 years | 4.03 | 7.49 | 54% |
| Returns for 5 years | 38.51 | 69.67 | 55% |
| Returns for 10 years | N/A | N/A | - |
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