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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$15.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.25B
Vanguard Mid Cap Index InstitutionalPlus
Price$397.83
Change+$1.66 (+0.42%)
VolumeN/A
Net Assets201.28B
BMSSX vs VMCPX Comparison Chart in %
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BMSSX vs. VMCPX commentary
Oct 27, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. BMSSX (2.25B). VMCPX pays higher dividends than BMSSX: VMCPX (1.50) vs BMSSX (0.35). BMSSX was incepted earlier than VMCPX: BMSSX (9 years) vs VMCPX (15 years). BMSSX (1.17) is less costly to investors than VMCPX (0.03). BMSSX is a more actively managed with annual turnover of: 58.00 vs. VMCPX (16.00). BMSSX has a lower initial minimum investment than VMCPX: BMSSX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 10.94 vs. BMSSX (-1.50). VMCPX return over 5 years is better than : 59.39 vs. BMSSX (31.65).
| BMSSX | VMCPX | BMSSX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 3,900% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 9.026 | 11.820 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 201B | 1% |
| Annual Yield % from dividends | 0.35 | 1.50 | 23% |
| Returns for 1 year | -1.50 | 10.94 | -14% |
| Returns for 3 years | 33.77 | 48.31 | 70% |
| Returns for 5 years | 31.65 | 59.39 | 53% |
| Returns for 10 years | N/A | 146.10 | - |
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