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BMSRX vs VMCIX
BMSRX vs VMCIX Comparison
Open Charts BMSRX vs VMCIX
MFS Blended Research Mid Cap Eq R1
Price$12.90
Change-$0.85 (-6.18%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index Institutional
Price$68.17
Change-$3.54 (-4.94%)
VolumeN/A
Net Assets181.84B
BMSRX vs VMCIX Comparison Chart
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BMSRX vs. VMCIX commentary
Apr 04, 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: 182B vs. BMSRX (1.23B). VMCIX pays higher dividends than BMSRX: VMCIX (1.60) 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 (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 : 6.65 vs. BMSRX (-4.36). VMCIX return over 5 years is better than : 113.27 vs. BMSRX (68.28).
| 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 | -1.716 | -0.630 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.10 | 1.60 | 7% |
| Returns for 1 year | -4.36 | 6.65 | -66% |
| Returns for 3 years | 7.31 | 9.78 | 75% |
| Returns for 5 years | 68.28 | 113.27 | 60% |
| Returns for 10 years | N/A | 106.23 | - |
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