Ad is loading...
BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$12.58
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.19B
Vanguard Mid Cap Index InstitutionalPlus
Price$331.45
Change+$2.64 (+0.80%)
VolumeN/A
Net Assets175.23B
BMSSX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSSX vs. VMCPX commentary
Apr 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSSX (1.19B). VMCPX pays higher dividends than BMSSX: VMCPX (1.61) vs BMSSX (0.39). BMSSX was incepted earlier than VMCPX: BMSSX (9 years) vs VMCPX (14 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 (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 : 4.71 vs. BMSSX (-8.26). VMCPX return over 5 years is better than : 69.40 vs. BMSSX (34.36).
| 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 | 14 years | - |
| Gain YTD | -10.021 | -6.568 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 175B | 1% |
| Annual Yield % from dividends | 0.39 | 1.61 | 24% |
| Returns for 1 year | -8.26 | 4.71 | -175% |
| Returns for 3 years | 0.64 | 6.51 | 10% |
| Returns for 5 years | 34.36 | 69.40 | 50% |
| Returns for 10 years | N/A | 94.76 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...