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BMSTX vs VMCPX
BMSTX vs VMCPX Comparison
Open Charts BMSTX vs VMCPX
MFS Blended Research Mid Cap Eq R3
Price$13.98
Change-$0.39 (-2.71%)
VolumeN/A
Net Assets1.5B
Vanguard Mid Cap Index InstitutionalPlus
Price$361.18
Change-$7.64 (-2.07%)
VolumeN/A
Net Assets175.12B
BMSTX vs VMCPX Comparison Chart
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BMSTX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSTX (1.5B). VMCPX pays higher dividends than BMSTX: VMCPX (1.62) vs BMSTX (0.74). BMSTX was incepted earlier than VMCPX: BMSTX (9 years) vs VMCPX (14 years). BMSTX (0.93) is less costly to investors than VMCPX (0.03). BMSTX is a more actively managed with annual turnover of: 75.00 vs. VMCPX (16.00). BMSTX has a lower initial minimum investment than VMCPX: BMSTX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 10.21 vs. BMSTX (-1.26). VMCPX return over 5 years is better than : 78.50 vs. BMSTX (45.07).
| BMSTX | VMCPX | BMSTX / VMCPX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 1.915 | 3.635 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 175B | 1% |
| Annual Yield % from dividends | 0.74 | 1.62 | 45% |
| Returns for 1 year | -1.26 | 10.21 | -12% |
| Returns for 3 years | 26.55 | 32.52 | 82% |
| Returns for 5 years | 45.07 | 78.50 | 57% |
| Returns for 10 years | N/A | 113.01 | - |
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