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BMSTX vs VMCPX
BMSTX vs VMCPX Comparison
Open Charts BMSTX vs VMCPX
MFS Blended Research Mid Cap Eq R3
Price$14.75
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets2.17B
Vanguard Mid Cap Index InstitutionalPlus
Price$381.51
Change+$0.13 (+0.03%)
VolumeN/A
Net Assets198.55B
BMSTX vs VMCPX Comparison Chart in %
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BMSTX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BMSTX (2.17B). VMCPX pays higher dividends than BMSTX: VMCPX (1.51) vs BMSTX (0.66). BMSTX was incepted earlier than VMCPX: BMSTX (9 years) vs VMCPX (15 years). BMSTX (0.92) is less costly to investors than VMCPX (0.03). BMSTX is a more actively managed with annual turnover of: 58.00 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 : 3.40 vs. BMSTX (-8.03). VMCPX return over 5 years is better than : 45.80 vs. BMSTX (21.47).
| BMSTX | VMCPX | BMSTX / VMCPX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.92 | 0.03 | 3,067% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 4.326 | 7.196 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 199B | 1% |
| Annual Yield % from dividends | 0.66 | 1.51 | 43% |
| Returns for 1 year | -8.03 | 3.40 | -236% |
| Returns for 3 years | 25.03 | 35.52 | 70% |
| Returns for 5 years | 21.47 | 45.80 | 47% |
| Returns for 10 years | N/A | 134.13 | - |
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