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BMSVX vs VMCPX
BMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPX
MFS Blended Research Mid Cap Eq R4
Price$14.09
Change-$0.51 (-3.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
BMSVX vs VMCPX Comparison Chart
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BMSVX vs. VMCPX commentary
Dec 19, 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. BMSVX (918M). 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). VMCPX annual gain was more profitable for investors over the last year : 17.88 vs. BMSVX (13.91). VMCPX return over 5 years is better than : 54.84 vs. BMSVX (26.36).
| 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 | 12.429 | 17.838 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 190B | 0% |
| Annual Yield % from dividends | 0.96 | 1.51 | 64% |
| Returns for 1 year | 13.91 | 17.88 | 78% |
| Returns for 3 years | 14.68 | 11.38 | 129% |
| Returns for 5 years | 26.36 | 54.84 | 48% |
| Returns for 10 years | N/A | 125.64 | - |
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