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BMSVX vs VMCPX
BMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPX
MFS Blended Research Mid Cap Eq R4
Price$13.98
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets1.46B
Vanguard Mid Cap Index InstitutionalPlus
Price$359.58
Change-$1.08 (-0.30%)
VolumeN/A
Net Assets175.12B
BMSVX vs VMCPX Comparison Chart
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BMSVX vs. VMCPX commentary
May 26, 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: 175B vs. BMSVX (1.47B). VMCPX pays higher dividends than BMSVX: VMCPX (1.62) vs BMSVX (0.89). 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 (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 : 9.29 vs. BMSVX (-2.81). VMCPX return over 5 years is better than : 74.03 vs. BMSVX (42.25).
| 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 | -1.271 | 1.039 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 175B | 1% |
| Annual Yield % from dividends | 0.89 | 1.62 | 55% |
| Returns for 1 year | -2.81 | 9.29 | -30% |
| Returns for 3 years | 22.73 | 29.44 | 77% |
| Returns for 5 years | 42.25 | 74.03 | 57% |
| Returns for 10 years | N/A | 109.88 | - |
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