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BMSVX vs VMCPX
BMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPX
MFS Blended Research Mid Cap Eq R4
Price$13.07
Change-$0.86 (-6.17%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
BMSVX vs VMCPX Comparison Chart
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BMSVX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. BMSVX (1.23B). VMCPX pays higher dividends than BMSVX: VMCPX (1.61) vs BMSVX (0.87). BMSVX was incepted earlier than VMCPX: BMSVX (9 years) vs VMCPX (14 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 (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 : 6.65 vs. BMSVX (-3.63). VMCPX return over 5 years is better than : 113.27 vs. BMSVX (76.97).
| 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 | 14 years | - |
| Gain YTD | -1.624 | -0.622 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.87 | 1.61 | 54% |
| Returns for 1 year | -3.63 | 6.65 | -55% |
| Returns for 3 years | 10.35 | 9.79 | 106% |
| Returns for 5 years | 76.97 | 113.27 | 68% |
| Returns for 10 years | N/A | 106.31 | - |
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