BMSVX
Price
$12.94
Change
+$0.20 (+1.57%)
Updated
Apr 23 closing price
Net Assets
1.24B
VMCPX
Price
$336.50
Change
+$3.76 (+1.13%)
Updated
Apr 23 closing price
Net Assets
175.23B
Ad is loading...

BMSVX vs VMCPX

Header iconBMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPXBanner chart's image
MFS Blended Research Mid Cap Eq R4
Price$12.94
Change+$0.20 (+1.57%)
VolumeN/A
Net Assets1.24B
Vanguard Mid Cap Index InstitutionalPlus
Price$336.50
Change+$3.76 (+1.13%)
VolumeN/A
Net Assets175.23B
BMSVX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
BMSVX vs. VMCPX commentary
Apr 24, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSVX (1.24B). 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 : 3.36 vs. BMSVX (-9.63). VMCPX return over 5 years is better than : 71.15 vs. BMSVX (39.09).
BMSVXVMCPXBMSVX / VMCPX
Total Expense Ratio0.590.031,967%
Annual Report Gross Expense Ratio0.680.032,267%
Fund Existence9 years14 years-
Gain YTD-10.028-6.503154%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.24B175B1%
Annual Yield % from dividends0.871.6154%
Returns for 1 year-9.633.36-287%
Returns for 3 years4.379.4846%
Returns for 5 years39.0971.1555%
Returns for 10 yearsN/A92.88-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ADIL0.700.02
+3.29%
Adial Pharmaceuticals
FDUS18.830.34
+1.84%
Fidus Investment Corp
FULT16.440.23
+1.42%
Fulton Financial Corp
GLPI49.530.24
+0.49%
Gaming and Leisure Properties
AHG1.32-0.06
-4.35%
Akso Health Group ADS