Ad is loading...
BMSRX vs VMCIX
BMSRX vs VMCIX Comparison
Open Charts BMSRX vs VMCIX
MFS Blended Research Mid Cap Eq R1
Price$13.02
Change+$0.25 (+1.96%)
VolumeN/A
Net Assets1.26B
Vanguard Mid Cap Index Institutional
Price$69.51
Change+$1.28 (+1.88%)
VolumeN/A
Net Assets175.23B
BMSRX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSRX vs. VMCIX commentary
Apr 25, 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 Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. BMSRX (1.26B). 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 : 4.35 vs. BMSRX (-8.96). VMCIX return over 5 years is better than : 73.08 vs. BMSRX (34.49).
| 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 | -8.721 | -5.452 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 175B | 1% |
| Annual Yield % from dividends | 0.10 | 1.60 | 7% |
| Returns for 1 year | -8.96 | 4.35 | -206% |
| Returns for 3 years | 2.77 | 10.23 | 27% |
| Returns for 5 years | 34.49 | 73.08 | 47% |
| Returns for 10 years | N/A | 96.33 | - |