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BMSVX vs VMCIX
BMSVX vs VMCIX Comparison
Open Charts BMSVX vs VMCIX
MFS Blended Research Mid Cap Eq R4
Price$13.07
Change-$0.86 (-6.17%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index Institutional
Price$68.17
Change-$3.54 (-4.94%)
VolumeN/A
Net Assets181.84B
BMSVX vs VMCIX Comparison Chart
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BMSVX vs. VMCIX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 182B vs. BMSVX (1.23B). VMCIX pays higher dividends than BMSVX: VMCIX (1.60) vs BMSVX (0.87). 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: 75.00 vs. VMCIX (13.00). 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 : 6.65 vs. BMSVX (-3.63). VMCIX return over 5 years is better than : 113.27 vs. BMSVX (76.97).
| 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 | -1.624 | -0.630 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.87 | 1.60 | 54% |
| Returns for 1 year | -3.63 | 6.65 | -55% |
| Returns for 3 years | 10.35 | 9.78 | 106% |
| Returns for 5 years | 76.97 | 113.27 | 68% |
| Returns for 10 years | N/A | 106.23 | - |
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