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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$14.10
Change-$0.31 (-2.15%)
VolumeN/A
Net Assets1.17B
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSRX vs VMCPX Comparison Chart
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BMSRX vs. VMCPX commentary
Feb 23, 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: 185B vs. BMSRX (1.17B). VMCPX pays higher dividends than BMSRX: VMCPX (1.51) vs BMSRX (0.17). BMSRX was incepted earlier than VMCPX: BMSRX (9 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 : 14.06 vs. BMSRX (4.55). VMCPX return over 5 years is better than : 48.48 vs. BMSRX (13.61).
| BMSRX | VMCPX | BMSRX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.786 | 2.485 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 185B | 1% |
| Annual Yield % from dividends | 0.17 | 1.51 | 11% |
| Returns for 1 year | 4.55 | 14.06 | 32% |
| Returns for 3 years | 14.77 | 19.70 | 75% |
| Returns for 5 years | 13.61 | 48.48 | 28% |
| Returns for 10 years | N/A | 114.38 | - |