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BMSVX vs VMCPX
BMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPX
MFS Blended Research Mid Cap Eq R4
Price$15.48
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets1.93B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
BMSVX vs VMCPX Comparison Chart in %
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BMSVX vs. VMCPX commentary
Sep 07, 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BMSVX (1.93B). VMCPX pays higher dividends than BMSVX: VMCPX (1.48) vs BMSVX (0.78). 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: 58.00 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 : 15.04 vs. BMSVX (5.15). VMCPX return over 5 years is better than : 65.05 vs. BMSVX (39.98).
| 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 | 9.322 | 9.713 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 199B | 1% |
| Annual Yield % from dividends | 0.78 | 1.48 | 53% |
| Returns for 1 year | 5.15 | 15.04 | 34% |
| Returns for 3 years | 37.31 | 41.08 | 91% |
| Returns for 5 years | 39.98 | 65.05 | 61% |
| Returns for 10 years | N/A | 141.17 | - |
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