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BMSTX vs VMCIX
BMSTX vs VMCIX Comparison
Open Charts BMSTX vs VMCIX
MFS Blended Research Mid Cap Eq R3
Price$15.21
Change-$0.13 (-0.85%)
VolumeN/A
Net Assets2.12B
Vanguard Mid Cap Index Institutional
Price$79.14
Change-$0.57 (-0.72%)
VolumeN/A
Net Assets199.16B
BMSTX vs VMCIX Comparison Chart in %
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BMSTX vs. VMCIX commentary
Sep 27, 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 BMSTX is a Buy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. BMSTX (2.12B). VMCIX pays higher dividends than BMSTX: VMCIX (1.47) vs BMSTX (0.65). BMSTX was incepted earlier than VMCIX: BMSTX (9 years) vs VMCIX (27 years). BMSTX (0.93) is less costly to investors than VMCIX (0.04). BMSTX is a more actively managed with annual turnover of: 58.00 vs. VMCIX (16.00). BMSTX has a lower initial minimum investment than VMCIX: BMSTX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 11.45 vs. BMSTX (0.40). VMCIX return over 5 years is better than : 70.29 vs. BMSTX (42.02).
| BMSTX | VMCIX | BMSTX / VMCIX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 8.794 | 10.456 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 199B | 1% |
| Annual Yield % from dividends | 0.65 | 1.47 | 44% |
| Returns for 1 year | 0.40 | 11.45 | 4% |
| Returns for 3 years | 47.52 | 54.99 | 86% |
| Returns for 5 years | 42.02 | 70.29 | 60% |
| Returns for 10 years | N/A | 159.72 | - |
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