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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$13.92
Change-$0.50 (-3.47%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
BMSRX vs VMCPX Comparison Chart
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BMSRX vs. VMCPX commentary
Dec 19, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. BMSRX (918M). VMCPX pays higher dividends than BMSRX: VMCPX (1.51) vs BMSRX (0.17). BMSRX was incepted earlier than VMCPX: BMSRX (8 years) vs VMCPX (14 years). BMSRX is a more actively managed with annual turnover of: 67.00 vs. VMCPX (13.00). BMSRX has a lower initial minimum investment than VMCPX: BMSRX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 18.84 vs. BMSRX (12.85). VMCPX return over 5 years is better than : 55.78 vs. BMSRX (19.94).
| BMSRX | VMCPX | BMSRX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 11.373 | 17.838 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 190B | 0% |
| Annual Yield % from dividends | 0.17 | 1.51 | 11% |
| Returns for 1 year | 12.85 | 18.84 | 68% |
| Returns for 3 years | 11.32 | 11.38 | 99% |
| Returns for 5 years | 19.94 | 55.78 | 36% |
| Returns for 10 years | N/A | 125.64 | - |
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