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BMSRX vs VMCIX
BMSRX vs VMCIX Comparison
Open Charts BMSRX vs VMCIX
MFS Blended Research Mid Cap Eq R1
Price$15.85
Change-$0.16 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$74.52
Change-$0.41 (-0.55%)
VolumeN/A
CapitalizationN/A
BMSRX vs VMCIX Comparison Chart
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BMSRX vs. VMCIX commentary
Nov 18, 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 BMSRX is a Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. BMSRX (882M). 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). BMSRX annual gain was more profitable for investors over the last year : 34.36 vs. VMCIX (28.30). VMCIX return over 5 years is better than : 59.03 vs. BMSRX (29.23).
| 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 | 22.299 | 17.340 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 882M | 175B | 1% |
| Annual Yield % from dividends | 0.17 | 1.50 | 11% |
| Returns for 1 year | 34.36 | 28.30 | 121% |
| Returns for 3 years | -4.90 | 5.05 | -97% |
| Returns for 5 years | 29.23 | 59.03 | 50% |
| Returns for 10 years | N/A | 128.04 | - |
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