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BMSTX vs VMCPX
BMSTX vs VMCPX Comparison
Open Charts BMSTX vs VMCPX
MFS Blended Research Mid Cap Eq R3
Price$13.86
Change+$0.18 (+1.32%)
VolumeN/A
Net Assets1.21B
Vanguard Mid Cap Index InstitutionalPlus
Price$353.67
Change+$3.62 (+1.03%)
VolumeN/A
Net Assets181.84B
BMSTX vs VMCPX Comparison Chart
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BMSTX vs. VMCPX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. BMSTX (1.21B). VMCPX pays higher dividends than BMSTX: VMCPX (1.61) vs BMSTX (0.72). 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 (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 : 5.79 vs. BMSTX (-4.44). VMCPX return over 5 years is better than : 111.09 vs. BMSTX (72.25).
| 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 | -2.979 | -1.639 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 182B | 1% |
| Annual Yield % from dividends | 0.72 | 1.61 | 45% |
| Returns for 1 year | -4.44 | 5.79 | -77% |
| Returns for 3 years | 8.11 | 9.24 | 88% |
| Returns for 5 years | 72.25 | 111.09 | 65% |
| Returns for 10 years | N/A | 105.50 | - |