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BMSVX vs VSEMX
BMSVX vs VSEMX Comparison
Open Charts BMSVX vs VSEMX
MFS Blended Research Mid Cap Eq R4
Price$13.98
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets1.46B
Vanguard Extended Market Index Instl Sel
Price$220.35
Change-$0.92 (-0.42%)
VolumeN/A
Net Assets100.64B
BMSVX vs VSEMX Comparison Chart
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BMSVX vs. VSEMX 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 VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. BMSVX (1.47B). VSEMX pays higher dividends than BMSVX: VSEMX (1.33) vs BMSVX (0.89). BMSVX was incepted earlier than VSEMX: BMSVX (9 years) vs VSEMX (9 years). BMSVX (0.68) is less costly to investors than VSEMX (0.02). BMSVX is a more actively managed with annual turnover of: 75.00 vs. VSEMX (11.00). BMSVX has a lower initial minimum investment than VSEMX: BMSVX (0) vs VSEMX (3000000000). VSEMX annual gain was more profitable for investors over the last year : 6.79 vs. BMSVX (-2.81). VSEMX return over 5 years is better than : 66.59 vs. BMSVX (42.25).
| BMSVX | VSEMX | BMSVX / VSEMX | |
| Total Expense Ratio | 0.59 | 0.02 | 2,950% |
| Annual Report Gross Expense Ratio | 0.68 | 0.02 | 3,400% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -1.271 | -4.763 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 101B | 1% |
| Annual Yield % from dividends | 0.89 | 1.33 | 67% |
| Returns for 1 year | -2.81 | 6.79 | -41% |
| Returns for 3 years | 22.73 | 33.78 | 67% |
| Returns for 5 years | 42.25 | 66.59 | 63% |
| Returns for 10 years | N/A | N/A | - |