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BMSSX vs VMCIX
BMSSX vs VMCIX Comparison
Open Charts BMSSX vs VMCIX
MFS Blended Research Mid Cap Eq R2
Price$14.76
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.68B
Vanguard Mid Cap Index Institutional
Price$77.21
Change+$0.22 (+0.29%)
VolumeN/A
Net Assets185.28B
BMSSX vs VMCIX Comparison Chart in %
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BMSSX vs. VMCIX commentary
Jul 03, 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 BMSSX is a Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. BMSSX (1.68B). VMCIX pays higher dividends than BMSSX: VMCIX (1.53) vs BMSSX (0.37). BMSSX was incepted earlier than VMCIX: BMSSX (9 years) vs VMCIX (27 years). BMSSX (1.18) is less costly to investors than VMCIX (0.04). BMSSX is a more actively managed with annual turnover of: 75.00 vs. VMCIX (16.00). BMSSX has a lower initial minimum investment than VMCIX: BMSSX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 16.79 vs. BMSSX (4.12). VMCIX return over 5 years is better than : 72.27 vs. BMSSX (39.57).
| BMSSX | VMCIX | BMSSX / VMCIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.18 | 0.04 | 2,950% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 4.478 | 6.687 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 185B | 1% |
| Annual Yield % from dividends | 0.37 | 1.53 | 24% |
| Returns for 1 year | 4.12 | 16.79 | 25% |
| Returns for 3 years | 32.98 | 41.87 | 79% |
| Returns for 5 years | 39.57 | 72.27 | 55% |
| Returns for 10 years | N/A | 124.58 | - |
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