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BMSRX vs VMCIX
BMSRX vs VMCIX Comparison
Open Charts BMSRX vs VMCIX
MFS Blended Research Mid Cap Eq R1
Price$14.94
Change-$0.22 (-1.45%)
VolumeN/A
Net Assets2.13B
Vanguard Mid Cap Index Institutional
Price$79.14
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
BMSRX vs VMCIX Comparison Chart in %
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BMSRX vs. VMCIX commentary
Oct 18, 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: 201B vs. BMSRX (2.13B). VMCIX pays higher dividends than BMSRX: VMCIX (1.49) vs BMSRX (0.09). BMSRX was incepted earlier than VMCIX: BMSRX (9 years) vs VMCIX (27 years). BMSRX (1.67) 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 : 7.22 vs. BMSRX (-4.08). VMCIX return over 5 years is better than : 57.04 vs. BMSRX (27.79).
| BMSRX | VMCIX | BMSRX / VMCIX | |
| Total Expense Ratio | 1.59 | 0.04 | 3,975% |
| Annual Report Gross Expense Ratio | 1.67 | 0.04 | 4,175% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 8.363 | 9.505 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 201B | 1% |
| Annual Yield % from dividends | 0.09 | 1.49 | 6% |
| Returns for 1 year | -4.08 | 7.22 | -57% |
| Returns for 3 years | 37.94 | 51.69 | 73% |
| Returns for 5 years | 27.79 | 57.04 | 49% |
| Returns for 10 years | N/A | 140.65 | - |
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