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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$14.00
Change-$0.50 (-3.45%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
BMSSX vs VMCPX Comparison Chart
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BMSSX vs. VMCPX commentary
Dec 19, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. BMSSX (918M). VMCPX pays higher dividends than BMSSX: VMCPX (1.51) vs BMSSX (0.61). BMSSX was incepted earlier than VMCPX: BMSSX (8 years) vs VMCPX (14 years). BMSSX is a more actively managed with annual turnover of: 67.00 vs. VMCPX (13.00). 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 : 18.84 vs. BMSSX (13.25). VMCPX return over 5 years is better than : 55.78 vs. BMSSX (23.01).
| BMSSX | VMCPX | BMSSX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 11.769 | 17.838 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 190B | 0% |
| Annual Yield % from dividends | 0.61 | 1.51 | 40% |
| Returns for 1 year | 13.25 | 18.84 | 70% |
| Returns for 3 years | 12.89 | 11.38 | 113% |
| Returns for 5 years | 23.01 | 55.78 | 41% |
| Returns for 10 years | N/A | 125.64 | - |