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BMSSX vs VMCIX
BMSSX vs VMCIX Comparison
Open Charts BMSSX vs VMCIX
MFS Blended Research Mid Cap Eq R2
Price$14.88
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets1.14B
Vanguard Mid Cap Index Institutional
Price$75.96
Change+$0.95 (+1.27%)
VolumeN/A
Net Assets176.87B
BMSSX vs VMCIX Comparison Chart
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BMSSX vs. VMCIX commentary
Jan 31, 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 StrongBuy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. BMSSX (1.14B). VMCIX pays higher dividends than BMSSX: VMCIX (1.50) vs BMSSX (0.61). BMSSX was incepted earlier than VMCIX: BMSSX (8 years) vs VMCIX (27 years). BMSSX is a more actively managed with annual turnover of: 67.00 vs. VMCIX (13.00). 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 : 19.97 vs. BMSSX (13.01). VMCIX return over 5 years is better than : 55.95 vs. BMSSX (25.15).
| BMSSX | VMCIX | BMSSX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 4.762 | 3.878 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 177B | 1% |
| Annual Yield % from dividends | 0.61 | 1.50 | 40% |
| Returns for 1 year | 13.01 | 19.97 | 65% |
| Returns for 3 years | 17.83 | 17.55 | 102% |
| Returns for 5 years | 25.15 | 55.95 | 45% |
| Returns for 10 years | N/A | 128.79 | - |
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