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BMSSX vs VMCIX
BMSSX vs VMCIX Comparison
Open Charts BMSSX vs VMCIX
MFS Blended Research Mid Cap Eq R2
Price$13.40
Change-$0.12 (-0.89%)
VolumeN/A
Net Assets1.16B
Vanguard Mid Cap Index Institutional
Price$69.87
Change-$0.60 (-0.85%)
VolumeN/A
Net Assets181.84B
BMSSX vs VMCIX Comparison Chart
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BMSSX vs. VMCIX commentary
Mar 12, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. BMSSX (1.16B). VMCIX pays higher dividends than BMSSX: VMCIX (1.46) vs BMSSX (0.38). 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 (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 : 5.60 vs. BMSSX (-0.93). VMCIX return over 5 years is better than : 98.98 vs. BMSSX (44.62).
| 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 | -1.848 | -2.410 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 182B | 1% |
| Annual Yield % from dividends | 0.38 | 1.46 | 26% |
| Returns for 1 year | -0.93 | 5.60 | -17% |
| Returns for 3 years | 15.57 | 16.78 | 93% |
| Returns for 5 years | 44.62 | 98.98 | 45% |
| Returns for 10 years | N/A | 107.86 | - |
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