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BMSVX vs VMCPX
BMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPX
MFS Blended Research Mid Cap Eq R4
Price$16.14
Change-$0.16 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$367.52
Change-$2.04 (-0.55%)
VolumeN/A
CapitalizationN/A
BMSVX vs VMCPX Comparison Chart
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BMSVX vs. VMCPX commentary
Nov 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSVX (882M). VMCPX pays higher dividends than BMSVX: VMCPX (1.51) vs BMSVX (0.96). BMSVX was incepted earlier than VMCPX: BMSVX (8 years) vs VMCPX (14 years). BMSVX is a more actively managed with annual turnover of: 67.00 vs. VMCPX (13.00). BMSVX has a lower initial minimum investment than VMCPX: BMSVX (0) vs VMCPX (100000000). BMSVX annual gain was more profitable for investors over the last year : 35.65 vs. VMCPX (28.30). VMCPX return over 5 years is better than : 59.06 vs. BMSVX (36.07).
| BMSVX | VMCPX | BMSVX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 23.300 | 17.350 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 882M | 175B | 1% |
| Annual Yield % from dividends | 0.96 | 1.51 | 64% |
| Returns for 1 year | 35.65 | 28.30 | 126% |
| Returns for 3 years | -1.90 | 5.05 | -38% |
| Returns for 5 years | 36.07 | 59.06 | 61% |
| Returns for 10 years | N/A | 128.12 | - |
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