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BMSTX vs VMCIX
BMSTX vs VMCIX Comparison
Open Charts BMSTX vs VMCIX
MFS Blended Research Mid Cap Eq R3
Price$13.86
Change+$0.18 (+1.32%)
VolumeN/A
Net Assets1.21B
Vanguard Mid Cap Index Institutional
Price$71.71
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets181.84B
BMSTX vs VMCIX Comparison Chart
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BMSTX vs. VMCIX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. BMSTX (1.21B). VMCIX pays higher dividends than BMSTX: VMCIX (1.60) vs BMSTX (0.72). 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: 75.00 vs. VMCIX (13.00). 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 : 5.80 vs. BMSTX (-4.44). VMCIX return over 5 years is better than : 111.10 vs. BMSTX (72.25).
| 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 | -2.979 | -1.641 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 182B | 1% |
| Annual Yield % from dividends | 0.72 | 1.60 | 45% |
| Returns for 1 year | -4.44 | 5.80 | -77% |
| Returns for 3 years | 8.11 | 9.24 | 88% |
| Returns for 5 years | 72.25 | 111.10 | 65% |
| Returns for 10 years | N/A | 105.46 | - |
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