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BMSTX vs VMCPX
BMSTX vs VMCPX Comparison
Open Charts BMSTX vs VMCPX
MFS Blended Research Mid Cap Eq R3
Price$16.67
Change+$0.23 (+1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$376.65
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BMSTX vs VMCPX Comparison Chart
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BMSTX vs. VMCPX commentary
Nov 23, 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: 175B vs. BMSTX (915M). 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 : 36.13 vs. VMCPX (29.83). VMCPX return over 5 years is better than : 63.11 vs. BMSTX (38.03).
| 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 | 25.881 | 20.265 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 175B | 1% |
| Annual Yield % from dividends | 0.74 | 1.51 | 49% |
| Returns for 1 year | 36.13 | 29.83 | 121% |
| Returns for 3 years | 1.54 | 10.21 | 15% |
| Returns for 5 years | 38.03 | 63.11 | 60% |
| Returns for 10 years | N/A | 130.78 | - |
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