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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$14.17
Change-$0.32 (-2.21%)
VolumeN/A
Net Assets1.17B
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSSX vs VMCPX Comparison Chart
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BMSSX vs. VMCPX commentary
Feb 23, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSSX (1.17B). VMCPX pays higher dividends than BMSSX: VMCPX (1.51) vs BMSSX (0.61). BMSSX was incepted earlier than VMCPX: BMSSX (9 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 : 14.06 vs. BMSSX (4.80). VMCPX return over 5 years is better than : 48.48 vs. BMSSX (16.36).
| BMSSX | VMCPX | BMSSX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 0.711 | 2.485 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 185B | 1% |
| Annual Yield % from dividends | 0.61 | 1.51 | 40% |
| Returns for 1 year | 4.80 | 14.06 | 34% |
| Returns for 3 years | 16.19 | 19.70 | 82% |
| Returns for 5 years | 16.36 | 48.48 | 34% |
| Returns for 10 years | N/A | 114.38 | - |
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