Interact to see
Advertisement
Advertisement
BMSRX vs VMCIX
BMSRX vs VMCIX Comparison
Open Charts BMSRX vs VMCIX
MFS Blended Research Mid Cap Eq R1
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.7B
Vanguard Mid Cap Index Institutional
Price$77.90
Change+$0.39 (+0.50%)
VolumeN/A
Net Assets192.45B
BMSRX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSRX vs. VMCIX commentary
Jul 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 BMSRX is a Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 192B vs. BMSRX (1.7B). VMCIX pays higher dividends than BMSRX: VMCIX (1.53) vs BMSRX (0.10). 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: 75.00 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 : 13.08 vs. BMSRX (0.58). VMCIX return over 5 years is better than : 67.36 vs. BMSRX (32.40).
| 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 | 4.646 | 7.407 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 192B | 1% |
| Annual Yield % from dividends | 0.10 | 1.53 | 6% |
| Returns for 1 year | 0.58 | 13.08 | 4% |
| Returns for 3 years | 32.85 | 43.17 | 76% |
| Returns for 5 years | 32.40 | 67.36 | 48% |
| Returns for 10 years | N/A | 124.81 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement