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BMSRX vs VMCIX
BMSRX vs VMCIX Comparison
Open Charts BMSRX vs VMCIX
MFS Blended Research Mid Cap Eq R1
Price$14.80
Change+$0.15 (+1.02%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Institutional
Price$75.96
Change+$0.95 (+1.27%)
VolumeN/A
Net Assets176.87B
BMSRX vs VMCIX Comparison Chart
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BMSRX vs. VMCIX commentary
Jan 31, 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 StrongBuy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. BMSRX (1.14B). VMCIX pays higher dividends than BMSRX: VMCIX (1.50) vs BMSRX (0.17). BMSRX was incepted earlier than VMCIX: BMSRX (8 years) vs VMCIX (27 years). BMSRX is a more actively managed with annual turnover of: 67.00 vs. VMCIX (13.00). 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 : 19.97 vs. BMSRX (12.63). VMCIX return over 5 years is better than : 55.95 vs. BMSRX (22.05).
| BMSRX | VMCIX | BMSRX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 4.718 | 3.878 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 177B | 1% |
| Annual Yield % from dividends | 0.17 | 1.50 | 11% |
| Returns for 1 year | 12.63 | 19.97 | 63% |
| Returns for 3 years | 16.14 | 17.55 | 92% |
| Returns for 5 years | 22.05 | 55.95 | 39% |
| Returns for 10 years | N/A | 128.79 | - |