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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$14.94
Change-$0.22 (-1.45%)
VolumeN/A
Net Assets2.13B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
BMSRX vs VMCPX Comparison Chart in %
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BMSRX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. BMSRX (2.13B). VMCPX pays higher dividends than BMSRX: VMCPX (1.50) vs BMSRX (0.09). BMSRX was incepted earlier than VMCPX: BMSRX (9 years) vs VMCPX (15 years). BMSRX (1.67) is less costly to investors than VMCPX (0.03). BMSRX is a more actively managed with annual turnover of: 58.00 vs. VMCPX (16.00). 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 : 7.23 vs. BMSRX (-4.08). VMCPX return over 5 years is better than : 57.06 vs. BMSRX (27.79).
| BMSRX | VMCPX | BMSRX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.67 | 0.03 | 5,567% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.363 | 9.518 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 201B | 1% |
| Annual Yield % from dividends | 0.09 | 1.50 | 6% |
| Returns for 1 year | -4.08 | 7.23 | -56% |
| Returns for 3 years | 37.94 | 51.69 | 73% |
| Returns for 5 years | 27.79 | 57.06 | 49% |
| Returns for 10 years | N/A | 140.75 | - |
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