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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$15.27
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets2.16B
Vanguard Mid Cap Index InstitutionalPlus
Price$398.63
Change+$0.29 (+0.07%)
VolumeN/A
Net Assets201.28B
BMSSX vs VMCPX Comparison Chart in %
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BMSSX vs. VMCPX commentary
Oct 08, 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: 201B vs. BMSSX (2.16B). VMCPX pays higher dividends than BMSSX: VMCPX (1.50) vs BMSSX (0.35). 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: 58.00 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 : 12.10 vs. BMSSX (-0.09). VMCPX return over 5 years is better than : 63.37 vs. BMSSX (32.27).
| 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 | 9.168 | 11.963 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 201B | 1% |
| Annual Yield % from dividends | 0.35 | 1.50 | 23% |
| Returns for 1 year | -0.09 | 12.10 | -1% |
| Returns for 3 years | 41.21 | 54.64 | 75% |
| Returns for 5 years | 32.27 | 63.37 | 51% |
| Returns for 10 years | N/A | 145.88 | - |
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