Ad is loading...
BMSTX vs VMCPX
BMSTX vs VMCPX Comparison
Open Charts BMSTX vs VMCPX
MFS Blended Research Mid Cap Eq R3
Price$14.29
Change+$0.09 (+0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$363.02
Change+$3.13 (+0.87%)
VolumeN/A
CapitalizationN/A
BMSTX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSTX vs. VMCPX commentary
Dec 25, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. BMSTX (911M). 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). VMCPX annual gain was more profitable for investors over the last year : 15.93 vs. BMSTX (9.70). VMCPX return over 5 years is better than : 52.19 vs. BMSTX (21.20).
| 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 | 9.450 | 15.387 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 911M | 190B | 0% |
| Annual Yield % from dividends | 0.74 | 1.51 | 49% |
| Returns for 1 year | 9.70 | 15.93 | 61% |
| Returns for 3 years | 8.94 | 6.99 | 128% |
| Returns for 5 years | 21.20 | 52.19 | 41% |
| Returns for 10 years | N/A | 118.62 | - |