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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$15.33
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets1.94B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
BMSSX vs VMCPX Comparison Chart in %
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BMSSX vs. VMCPX commentary
Sep 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BMSSX (1.94B). VMCPX pays higher dividends than BMSSX: VMCPX (1.48) 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 : 15.04 vs. BMSSX (4.93). VMCPX return over 5 years is better than : 65.05 vs. BMSSX (36.80).
| 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 | 9.311 | 9.713 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 199B | 1% |
| Annual Yield % from dividends | 0.35 | 1.48 | 24% |
| Returns for 1 year | 4.93 | 15.04 | 33% |
| Returns for 3 years | 35.63 | 41.08 | 87% |
| Returns for 5 years | 36.80 | 65.05 | 57% |
| Returns for 10 years | N/A | 141.17 | - |
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