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BMSVX vs VMCIX
BMSVX vs VMCIX Comparison
Open Charts BMSVX vs VMCIX
MFS Blended Research Mid Cap Eq R4
Price$15.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$71.66
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BMSVX vs VMCIX Comparison Chart
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BMSVX vs. VMCIX commentary
Sep 20, 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 BMSVX is a Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 172B vs. BMSVX (800M). VMCIX pays higher dividends than BMSVX: VMCIX (1.50) vs BMSVX (0.96). BMSVX was incepted earlier than VMCIX: BMSVX (8 years) vs VMCIX (26 years). BMSVX is a more actively managed with annual turnover of: 67.00 vs. VMCIX (13.00). BMSVX has a lower initial minimum investment than VMCIX: BMSVX (0) vs VMCIX (5000000). BMSVX annual gain was more profitable for investors over the last year : 26.94 vs. VMCIX (20.58). VMCIX return over 5 years is better than : 55.18 vs. BMSVX (32.87).
| BMSVX | VMCIX | BMSVX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 16.730 | 11.336 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 172B | 0% |
| Annual Yield % from dividends | 0.96 | 1.50 | 64% |
| Returns for 1 year | 26.94 | 20.58 | 131% |
| Returns for 3 years | -0.86 | 6.80 | -13% |
| Returns for 5 years | 32.87 | 55.18 | 60% |
| Returns for 10 years | N/A | 122.16 | - |
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