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BMSVX vs VMCPX
BMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPX
MFS Blended Research Mid Cap Eq R4
Price$14.67
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.02B
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
BMSVX vs VMCPX Comparison Chart
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BMSVX vs. VMCPX commentary
Jan 19, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. BMSVX (1.02B). VMCPX pays higher dividends than BMSVX: VMCPX (1.51) vs BMSVX (0.96). BMSVX was incepted earlier than VMCPX: BMSVX (8 years) vs VMCPX (14 years). BMSVX is a more actively managed with annual turnover of: 67.00 vs. VMCPX (13.00). BMSVX has a lower initial minimum investment than VMCPX: BMSVX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 20.83 vs. BMSVX (14.19). VMCPX return over 5 years is better than : 50.74 vs. BMSVX (22.81).
| BMSVX | VMCPX | BMSVX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 3.602 | 3.732 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 177B | 1% |
| Annual Yield % from dividends | 0.96 | 1.51 | 64% |
| Returns for 1 year | 14.19 | 20.83 | 68% |
| Returns for 3 years | 16.12 | 15.31 | 105% |
| Returns for 5 years | 22.81 | 50.74 | 45% |
| Returns for 10 years | N/A | 130.53 | - |
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