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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$14.87
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets1.77B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
BMSSX vs VMCPX Comparison Chart in %
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BMSSX vs. VMCPX commentary
Aug 17, 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: 197B vs. BMSSX (1.77B). VMCPX pays higher dividends than BMSSX: VMCPX (1.51) vs BMSSX (0.36). 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 : 14.61 vs. BMSSX (2.56). VMCPX return over 5 years is better than : 62.69 vs. BMSSX (30.51).
| 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 | 6.183 | 8.580 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 197B | 1% |
| Annual Yield % from dividends | 0.36 | 1.51 | 24% |
| Returns for 1 year | 2.56 | 14.61 | 18% |
| Returns for 3 years | 19.80 | 26.77 | 74% |
| Returns for 5 years | 30.51 | 62.69 | 49% |
| Returns for 10 years | N/A | 125.85 | - |
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