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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$12.17
Change-$0.73 (-5.66%)
VolumeN/A
Net Assets1.09B
Vanguard Mid Cap Index InstitutionalPlus
Price$316.01
Change-$20.20 (-6.01%)
VolumeN/A
Net Assets181.84B
BMSRX vs VMCPX Comparison Chart
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BMSRX vs. VMCPX commentary
Apr 07, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. BMSRX (1.09B). VMCPX pays higher dividends than BMSRX: VMCPX (1.61) vs BMSRX (0.10). BMSRX was incepted earlier than VMCPX: BMSRX (9 years) vs VMCPX (14 years). BMSRX (1.68) is less costly to investors than VMCPX (0.03). BMSRX is a more actively managed with annual turnover of: 75.00 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 : -3.69 vs. BMSRX (-14.39). VMCPX return over 5 years is better than : 90.56 vs. BMSRX (48.94).
| BMSRX | VMCPX | BMSRX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.68 | 0.03 | 5,600% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -13.009 | -11.204 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 182B | 1% |
| Annual Yield % from dividends | 0.10 | 1.61 | 7% |
| Returns for 1 year | -14.39 | -3.69 | 390% |
| Returns for 3 years | -3.90 | -0.53 | 738% |
| Returns for 5 years | 48.94 | 90.56 | 54% |
| Returns for 10 years | N/A | 85.05 | - |
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