Interact to see
Advertisement
Advertisement
BMSTX vs VMCIX
BMSTX vs VMCIX Comparison
Open Charts BMSTX vs VMCIX
MFS Blended Research Mid Cap Eq R3
Price$14.70
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets2.18B
Vanguard Mid Cap Index Institutional
Price$77.22
Change-$0.14 (-0.18%)
VolumeN/A
Net Assets198.55B
BMSTX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSTX vs. VMCIX commentary
Nov 20, 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: 199B vs. BMSTX (2.18B). VMCIX pays higher dividends than BMSTX: VMCIX (1.50) vs BMSTX (0.66). BMSTX was incepted earlier than VMCIX: BMSTX (9 years) vs VMCIX (28 years). BMSTX (0.92) 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 : 3.13 vs. BMSTX (-7.89). VMCIX return over 5 years is better than : 46.16 vs. BMSTX (22.09).
| BMSTX | VMCIX | BMSTX / VMCIX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,300% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.610 | 7.231 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 199B | 1% |
| Annual Yield % from dividends | 0.66 | 1.50 | 44% |
| Returns for 1 year | -7.89 | 3.13 | -252% |
| Returns for 3 years | 25.37 | 35.56 | 71% |
| Returns for 5 years | 22.09 | 46.16 | 48% |
| Returns for 10 years | N/A | 134.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement