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BMSTX vs VMCIX
BMSTX vs VMCIX Comparison
Open Charts BMSTX vs VMCIX
MFS Blended Research Mid Cap Eq R3
Price$13.98
Change-$0.39 (-2.71%)
VolumeN/A
Net Assets1.5B
Vanguard Mid Cap Index Institutional
Price$73.23
Change-$1.55 (-2.07%)
VolumeN/A
Net Assets175.12B
BMSTX vs VMCIX Comparison Chart
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BMSTX vs. VMCIX commentary
May 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 Buy and VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. BMSTX (1.5B). VMCIX pays higher dividends than BMSTX: VMCIX (1.61) vs BMSTX (0.74). 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 (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 : 10.20 vs. BMSTX (-1.26). VMCIX return over 5 years is better than : 78.50 vs. BMSTX (45.07).
| 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 | 1.915 | 3.624 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 175B | 1% |
| Annual Yield % from dividends | 0.74 | 1.61 | 46% |
| Returns for 1 year | -1.26 | 10.20 | -12% |
| Returns for 3 years | 26.55 | 32.51 | 82% |
| Returns for 5 years | 45.07 | 78.50 | 57% |
| Returns for 10 years | N/A | 112.96 | - |
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