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BMSRX vs VMCIX
BMSRX vs VMCIX Comparison
Open Charts BMSRX vs VMCIX
MFS Blended Research Mid Cap Eq R1
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.9B
Vanguard Mid Cap Index Institutional
Price$79.36
Change-$0.23 (-0.29%)
VolumeN/A
Net Assets196.76B
BMSRX vs VMCIX Comparison Chart in %
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BMSRX vs. VMCIX commentary
Sep 01, 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 BMSRX is a Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. BMSRX (1.9B). VMCIX pays higher dividends than BMSRX: VMCIX (1.47) vs BMSRX (0.09). BMSRX was incepted earlier than VMCIX: BMSRX (9 years) vs VMCIX (27 years). BMSRX (1.68) is less costly to investors than VMCIX (0.04). BMSRX is a more actively managed with annual turnover of: 58.00 vs. VMCIX (16.00). BMSRX has a lower initial minimum investment than VMCIX: BMSRX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 13.41 vs. BMSRX (1.98). VMCIX return over 5 years is better than : 62.44 vs. BMSRX (30.22).
| BMSRX | VMCIX | BMSRX / VMCIX | |
| Total Expense Ratio | 1.59 | 0.04 | 3,975% |
| Annual Report Gross Expense Ratio | 1.68 | 0.04 | 4,200% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 8.578 | 9.971 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 197B | 1% |
| Annual Yield % from dividends | 0.09 | 1.47 | 6% |
| Returns for 1 year | 1.98 | 13.41 | 15% |
| Returns for 3 years | 30.52 | 38.50 | 79% |
| Returns for 5 years | 30.22 | 62.44 | 48% |
| Returns for 10 years | N/A | 149.37 | - |
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