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BMSVX vs VMCIX
BMSVX vs VMCIX Comparison
Open Charts BMSVX vs VMCIX
MFS Blended Research Mid Cap Eq R4
Price$14.09
Change-$0.51 (-3.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Institutional
Price$72.33
Change-$2.50 (-3.34%)
VolumeN/A
CapitalizationN/A
BMSVX vs VMCIX Comparison Chart
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BMSVX vs. VMCIX commentary
Dec 19, 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 Hold and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 190B vs. BMSVX (918M). VMCIX pays higher dividends than BMSVX: VMCIX (1.50) vs BMSVX (0.96). BMSVX was incepted earlier than VMCIX: BMSVX (8 years) vs VMCIX (27 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). VMCIX annual gain was more profitable for investors over the last year : 17.88 vs. BMSVX (13.91). VMCIX return over 5 years is better than : 54.83 vs. BMSVX (26.36).
| BMSVX | VMCIX | BMSVX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 12.429 | 17.828 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 190B | 0% |
| Annual Yield % from dividends | 0.96 | 1.50 | 64% |
| Returns for 1 year | 13.91 | 17.88 | 78% |
| Returns for 3 years | 14.68 | 11.37 | 129% |
| Returns for 5 years | 26.36 | 54.83 | 48% |
| Returns for 10 years | N/A | 125.56 | - |