Ad is loading...
BMSTX vs VMCPX
BMSTX vs VMCPX Comparison
Open Charts BMSTX vs VMCPX
MFS Blended Research Mid Cap Eq R3
Price$15.42
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BMSTX vs VMCPX Comparison Chart
Loading...
BMSTX vs. VMCPX commentary
Sep 21, 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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. BMSTX (813M). VMCPX pays higher dividends than BMSTX: VMCPX (1.51) vs BMSTX (0.74). BMSTX was incepted earlier than VMCPX: BMSTX (8 years) vs VMCPX (14 years). BMSTX is a more actively managed with annual turnover of: 67.00 vs. VMCPX (13.00). BMSTX has a lower initial minimum investment than VMCPX: BMSTX (0) vs VMCPX (100000000). BMSTX annual gain was more profitable for investors over the last year : 26.57 vs. VMCPX (20.59). VMCPX return over 5 years is better than : 55.19 vs. BMSTX (31.30).
| BMSTX | VMCPX | BMSTX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 16.462 | 11.345 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 172B | 0% |
| Annual Yield % from dividends | 0.74 | 1.51 | 49% |
| Returns for 1 year | 26.57 | 20.59 | 129% |
| Returns for 3 years | -1.67 | 6.81 | -25% |
| Returns for 5 years | 31.30 | 55.19 | 57% |
| Returns for 10 years | N/A | 122.22 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SPMIX | 27.44 | 0.01 | +0.04% |
| Shelton S&P Midcap Index Investor | |||
| MNCSX | 11.55 | -0.03 | -0.26% |
| Mercer Non-US Core Equity I | |||
| GFAFX | 74.68 | -0.20 | -0.27% |
| American Funds Growth Fund of Amer F1 | |||
| PIDIX | 12.19 | -0.04 | -0.33% |
| Principal International EQ Index Instl | |||
| FAERX | 34.58 | -0.25 | -0.72% |
| Fidelity Advisor Overseas M | |||