BMSSX
Price
$13.86
Change
+$0.16 (+1.17%)
Updated
Mar 1, 6:59 PM EST
VMCIX
Price
$66.26
Change
+$0.42 (+0.64%)
Updated
Mar 1, 6:59 PM EST
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Compare trend and price BMSSX vs VMCIX

Header iconBMSSX vs VMCIX Comparison
Open Charts BMSSX vs VMCIXBanner chart's image
MFS Blended Research Mid Cap Eq R2
Price$13.86
Change+$0.16 (+1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$66.26
Change+$0.42 (+0.64%)
VolumeN/A
CapitalizationN/A
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BMSSX vs VMCIX Comparison Chart

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VS
BMSSX vs. VMCIX commentary
Mar 04, 2024

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: 153B vs. BMSSX (620M). VMCIX pays higher dividends than BMSSX: VMCIX (1.47) vs BMSSX (0.64). BMSSX was incepted earlier than VMCIX: BMSSX (8 years) vs VMCIX (26 years). BMSSX (1.19) is less costly to investors than VMCIX (0.04). BMSSX is a more actively managed with annual turnover of: 67.00 vs. VMCIX (12.00). BMSSX has a lower initial minimum investment than VMCIX: BMSSX (0) vs VMCIX (5000000). BMSSX annual gain was more profitable for investors over the last year : 16.01 vs. VMCIX (12.67). VMCIX return over 5 years is better than : 52.88 vs. BMSSX (26.75).
BMSSXVMCIXBMSSX / VMCIX
Total Expense Ratio1.090.042,725%
Annual Report Gross Expense Ratio1.190.042,975%
Fund Existence8 years26 years-
Gain YTD6.4524.117157%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets620M153B0%
Annual Yield % from dividends0.641.4744%
Returns for 1 year16.0112.67126%
Returns for 3 years0.5810.895%
Returns for 5 years26.7552.8851%
Returns for 10 yearsN/A117.57-
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