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BMSLX vs VMCPX
BMSLX vs VMCPX Comparison
Open Charts BMSLX vs VMCPX
MFS Blended Research Mid Cap Eq I
Price$15.46
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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BMSLX vs VMCPX Comparison Chart
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BMSLX vs. VMCPX commentary
Sep 21, 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 BMSLX is a StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. BMSLX (813M). 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). BMSLX annual gain was more profitable for investors over the last year : 31.03 vs. VMCPX (25.17). VMCPX return over 5 years is better than : 56.93 vs. BMSLX (33.20).
| 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 | 18.286 | 12.593 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 172B | 0% |
| Annual Yield % from dividends | 0.96 | 1.51 | 64% |
| Returns for 1 year | 31.03 | 25.17 | 123% |
| Returns for 3 years | 1.24 | 9.85 | 13% |
| Returns for 5 years | 33.20 | 56.93 | 58% |
| Returns for 10 years | N/A | 128.75 | - |