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BMSLX vs VMCPX
BMSLX vs VMCPX Comparison
Open Charts BMSLX vs VMCPX
MFS Blended Research Mid Cap Eq I
Price$14.64
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.02B
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
BMSLX vs VMCPX Comparison Chart
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BMSLX vs. VMCPX commentary
Jan 19, 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 BMSLX is a Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. BMSLX (1.02B). VMCPX pays higher dividends than BMSLX: VMCPX (1.51) vs BMSLX (0.96). BMSLX was incepted earlier than VMCPX: BMSLX (8 years) vs VMCPX (14 years). BMSLX is a more actively managed with annual turnover of: 67.00 vs. VMCPX (13.00). BMSLX has a lower initial minimum investment than VMCPX: BMSLX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 20.83 vs. BMSLX (14.25). VMCPX return over 5 years is better than : 50.74 vs. BMSLX (21.57).
| BMSLX | VMCPX | BMSLX / 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 | 3.683 | 3.732 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 177B | 1% |
| Annual Yield % from dividends | 0.96 | 1.51 | 64% |
| Returns for 1 year | 14.25 | 20.83 | 68% |
| Returns for 3 years | 14.89 | 15.31 | 97% |
| Returns for 5 years | 21.57 | 50.74 | 43% |
| Returns for 10 years | N/A | 130.53 | - |