BMSRX
Price
$14.41
Change
+$0.18 (+1.26%)
Updated
Jun 26 closing price
Net Assets
1.59B
VMCPX
Price
$374.81
Change
+$2.74 (+0.74%)
Updated
Jun 26 closing price
Net Assets
185.28B
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BMSRX vs VMCPX

Header iconBMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPXBanner chart's image
MFS Blended Research Mid Cap Eq R1
Price$14.41
Change+$0.18 (+1.26%)
VolumeN/A
Net Assets1.59B
Vanguard Mid Cap Index InstitutionalPlus
Price$374.81
Change+$2.74 (+0.74%)
VolumeN/A
Net Assets185.28B
BMSRX vs VMCPX Comparison Chart in %
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BMSRX vs. VMCPX commentary
Jun 27, 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 VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSRX (1.59B). VMCPX pays higher dividends than BMSRX: VMCPX (1.54) vs BMSRX (0.10). BMSRX was incepted earlier than VMCPX: BMSRX (9 years) vs VMCPX (15 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 (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 : 14.08 vs. BMSRX (1.45). VMCPX return over 5 years is better than : 75.26 vs. BMSRX (37.74).
BMSRXVMCPXBMSRX / VMCPX
Total Expense Ratio1.590.035,300%
Annual Report Gross Expense Ratio1.680.035,600%
Fund Existence9 years15 years-
Gain YTD1.7164.54838%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.59B185B1%
Annual Yield % from dividends0.101.547%
Returns for 1 year1.4514.0810%
Returns for 3 years26.0536.6071%
Returns for 5 years37.7475.2650%
Returns for 10 yearsN/A122.20-
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