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BMSVX vs VMCIX
BMSVX vs VMCIX Comparison
Open Charts BMSVX vs VMCIX
MFS Blended Research Mid Cap Eq R4
Price$15.48
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets1.93B
Vanguard Mid Cap Index Institutional
Price$79.17
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
BMSVX vs VMCIX Comparison Chart in %
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BMSVX vs. VMCIX commentary
Sep 07, 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 BMSVX is a StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. BMSVX (1.93B). VMCIX pays higher dividends than BMSVX: VMCIX (1.47) vs BMSVX (0.78). BMSVX was incepted earlier than VMCIX: BMSVX (9 years) vs VMCIX (27 years). BMSVX (0.68) is less costly to investors than VMCIX (0.04). BMSVX is a more actively managed with annual turnover of: 58.00 vs. VMCIX (16.00). BMSVX has a lower initial minimum investment than VMCIX: BMSVX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 15.05 vs. BMSVX (5.15). VMCIX return over 5 years is better than : 65.06 vs. BMSVX (39.98).
| BMSVX | VMCIX | BMSVX / VMCIX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.68 | 0.04 | 1,700% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 9.322 | 9.708 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 199B | 1% |
| Annual Yield % from dividends | 0.78 | 1.47 | 53% |
| Returns for 1 year | 5.15 | 15.05 | 34% |
| Returns for 3 years | 37.31 | 41.08 | 91% |
| Returns for 5 years | 39.98 | 65.06 | 61% |
| Returns for 10 years | N/A | 141.13 | - |
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