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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$14.76
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.68B
Vanguard Mid Cap Index InstitutionalPlus
Price$380.78
Change+$1.08 (+0.28%)
VolumeN/A
Net Assets185.28B
BMSSX vs VMCPX Comparison Chart in %
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BMSSX vs. VMCPX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSSX (1.68B). VMCPX pays higher dividends than BMSSX: VMCPX (1.54) vs BMSSX (0.37). BMSSX was incepted earlier than VMCPX: BMSSX (9 years) vs VMCPX (15 years). BMSSX (1.18) is less costly to investors than VMCPX (0.03). BMSSX is a more actively managed with annual turnover of: 75.00 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 : 16.80 vs. BMSSX (4.12). VMCPX return over 5 years is better than : 72.29 vs. BMSSX (39.57).
| BMSSX | VMCPX | BMSSX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.18 | 0.03 | 3,933% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 4.478 | 6.692 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 185B | 1% |
| Annual Yield % from dividends | 0.37 | 1.54 | 24% |
| Returns for 1 year | 4.12 | 16.80 | 24% |
| Returns for 3 years | 32.98 | 41.89 | 79% |
| Returns for 5 years | 39.57 | 72.29 | 55% |
| Returns for 10 years | N/A | 124.63 | - |
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