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BMSSX vs VMCIX
BMSSX vs VMCIX Comparison
Open Charts BMSSX vs VMCIX
MFS Blended Research Mid Cap Eq R2
Price$13.69
Change+$0.19 (+1.41%)
VolumeN/A
Net Assets1.38B
Vanguard Mid Cap Index Institutional
Price$71.81
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
BMSSX vs VMCIX Comparison Chart
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BMSSX vs. VMCIX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. BMSSX (1.38B). VMCIX pays higher dividends than BMSSX: VMCIX (1.61) vs BMSSX (0.40). 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 : 7.11 vs. BMSSX (-5.19). VMCIX return over 5 years is better than : 71.84 vs. BMSSX (37.18).
| 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 | -4.051 | -1.350 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 175B | 1% |
| Annual Yield % from dividends | 0.40 | 1.61 | 25% |
| Returns for 1 year | -5.19 | 7.11 | -73% |
| Returns for 3 years | 18.64 | 26.22 | 71% |
| Returns for 5 years | 37.18 | 71.84 | 52% |
| Returns for 10 years | N/A | 105.02 | - |
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