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BMSVX vs VMCIX
BMSVX vs VMCIX Comparison
Open Charts BMSVX vs VMCIX
MFS Blended Research Mid Cap Eq R4
Price$14.80
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets2.18B
Vanguard Mid Cap Index Institutional
Price$77.22
Change-$0.14 (-0.18%)
VolumeN/A
Net Assets198.55B
BMSVX vs VMCIX Comparison Chart in %
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BMSVX vs. VMCIX 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 BMSVX is a Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. BMSVX (2.18B). VMCIX pays higher dividends than BMSVX: VMCIX (1.50) vs BMSVX (0.79). BMSVX was incepted earlier than VMCIX: BMSVX (9 years) vs VMCIX (28 years). BMSVX (0.67) 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 : 3.13 vs. BMSVX (-7.60). VMCIX return over 5 years is better than : 46.16 vs. BMSVX (23.73).
| BMSVX | VMCIX | BMSVX / VMCIX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,675% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.802 | 7.231 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 199B | 1% |
| Annual Yield % from dividends | 0.79 | 1.50 | 53% |
| Returns for 1 year | -7.60 | 3.13 | -243% |
| Returns for 3 years | 26.30 | 35.56 | 74% |
| Returns for 5 years | 23.73 | 46.16 | 51% |
| Returns for 10 years | N/A | 134.18 | - |
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