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BMSYX vs VMCPX
BMSYX vs VMCPX Comparison
Open Charts BMSYX vs VMCPX
MFS Blended Research Mid Cap Eq R6
Price$13.00
Change+$1.04 (+8.70%)
VolumeN/A
Net Assets1.08B
Vanguard Mid Cap Index InstitutionalPlus
Price$333.45
Change+$24.96 (+8.09%)
VolumeN/A
Net Assets175.23B
BMSYX vs VMCPX Comparison Chart
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BMSYX vs. VMCPX commentary
Apr 10, 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 BMSYX is a Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. BMSYX (1.08B). VMCPX pays higher dividends than BMSYX: VMCPX (1.61) vs BMSYX (0.97). BMSYX was incepted earlier than VMCPX: BMSYX (9 years) vs VMCPX (14 years). BMSYX (0.58) is less costly to investors than VMCPX (0.03). BMSYX is a more actively managed with annual turnover of: 75.00 vs. VMCPX (13.00). BMSYX has a lower initial minimum investment than VMCPX: BMSYX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : -5.54 vs. BMSYX (-15.69). VMCPX return over 5 years is better than : 61.89 vs. BMSYX (30.26).
| BMSYX | VMCPX | BMSYX / VMCPX | |
| Total Expense Ratio | 0.52 | 0.03 | 1,733% |
| Annual Report Gross Expense Ratio | 0.58 | 0.03 | 1,933% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -13.842 | -11.834 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 175B | 1% |
| Annual Yield % from dividends | 0.97 | 1.61 | 60% |
| Returns for 1 year | -15.69 | -5.54 | 283% |
| Returns for 3 years | -3.29 | -0.49 | 674% |
| Returns for 5 years | 30.26 | 61.89 | 49% |
| Returns for 10 years | N/A | 81.84 | - |