Interact to see
Advertisement
Advertisement
BMSVX vs VMCPX
BMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPX
MFS Blended Research Mid Cap Eq R4
Price$14.21
Change-$0.24 (-1.66%)
VolumeN/A
Net Assets1.55B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
BMSVX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSVX vs. VMCPX commentary
Jun 15, 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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSVX (1.55B). VMCPX pays higher dividends than BMSVX: VMCPX (1.54) vs BMSVX (0.84). BMSVX was incepted earlier than VMCPX: BMSVX (9 years) vs VMCPX (15 years). BMSVX (0.68) is less costly to investors than VMCPX (0.03). BMSVX is a more actively managed with annual turnover of: 75.00 vs. VMCPX (16.00). 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 : 11.60 vs. BMSVX (-0.11). VMCPX return over 5 years is better than : 69.72 vs. BMSVX (39.97).
| BMSVX | VMCPX | BMSVX / VMCPX | |
| Total Expense Ratio | 0.59 | 0.03 | 1,967% |
| Annual Report Gross Expense Ratio | 0.68 | 0.03 | 2,267% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 0.353 | 2.781 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 185B | 1% |
| Annual Yield % from dividends | 0.84 | 1.54 | 55% |
| Returns for 1 year | -0.11 | 11.60 | -1% |
| Returns for 3 years | 30.31 | 39.16 | 77% |
| Returns for 5 years | 39.97 | 69.72 | 57% |
| Returns for 10 years | N/A | 114.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement