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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$15.22
Change-$0.03 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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BMSRX vs VMCPX Comparison Chart
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BMSRX vs. VMCPX commentary
Sep 21, 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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. BMSRX (813M). 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). BMSRX annual gain was more profitable for investors over the last year : 25.62 vs. VMCPX (20.59). VMCPX return over 5 years is better than : 55.19 vs. BMSRX (26.14).
| 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 | 15.895 | 11.345 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 172B | 0% |
| Annual Yield % from dividends | 0.17 | 1.51 | 11% |
| Returns for 1 year | 25.62 | 20.59 | 124% |
| Returns for 3 years | -4.02 | 6.81 | -59% |
| Returns for 5 years | 26.14 | 55.19 | 47% |
| Returns for 10 years | N/A | 122.22 | - |
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