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BMSTX vs VMCIX
BMSTX vs VMCIX Comparison
Open Charts BMSTX vs VMCIX
MFS Blended Research Mid Cap Eq R3
Price$14.29
Change+$0.09 (+0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$73.61
Change+$0.64 (+0.88%)
VolumeN/A
CapitalizationN/A
BMSTX vs VMCIX Comparison Chart
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BMSTX vs. VMCIX commentary
Dec 25, 2024
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 Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. BMSTX (911M). VMCIX pays higher dividends than BMSTX: VMCIX (1.50) vs BMSTX (0.74). BMSTX was incepted earlier than VMCIX: BMSTX (8 years) vs VMCIX (27 years). BMSTX is a more actively managed with annual turnover of: 67.00 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 : 15.92 vs. BMSTX (9.70). VMCIX return over 5 years is better than : 52.18 vs. BMSTX (21.20).
| BMSTX | VMCIX | BMSTX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 9.450 | 15.370 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 911M | 190B | 0% |
| Annual Yield % from dividends | 0.74 | 1.50 | 50% |
| Returns for 1 year | 9.70 | 15.92 | 61% |
| Returns for 3 years | 8.94 | 6.98 | 128% |
| Returns for 5 years | 21.20 | 52.18 | 41% |
| Returns for 10 years | N/A | 118.53 | - |