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BMSTX vs VMCIX
BMSTX vs VMCIX Comparison
Open Charts BMSTX vs VMCIX
MFS Blended Research Mid Cap Eq R3
Price$14.21
Change-$0.32 (-2.20%)
VolumeN/A
Net Assets1.17B
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSTX vs VMCIX Comparison Chart
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BMSTX vs. VMCIX commentary
Feb 23, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. BMSTX (1.17B). VMCIX pays higher dividends than BMSTX: VMCIX (1.50) vs BMSTX (0.74). BMSTX was incepted earlier than VMCIX: BMSTX (9 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 : 14.06 vs. BMSTX (5.10). VMCIX return over 5 years is better than : 48.48 vs. BMSTX (17.99).
| BMSTX | VMCIX | BMSTX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 0.780 | 2.479 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 185B | 1% |
| Annual Yield % from dividends | 0.74 | 1.50 | 50% |
| Returns for 1 year | 5.10 | 14.06 | 36% |
| Returns for 3 years | 17.18 | 19.70 | 87% |
| Returns for 5 years | 17.99 | 48.48 | 37% |
| Returns for 10 years | N/A | 114.31 | - |
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