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BMSBX vs VMCPX
BMSBX vs VMCPX Comparison
Open Charts BMSBX vs VMCPX
MFS Blended Research Mid Cap Eq B
Price$14.75
Change+$0.11 (+0.75%)
VolumeN/A
Net Assets1.7B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
BMSBX vs VMCPX Comparison Chart in %
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BMSBX vs. VMCPX commentary
Jul 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 BMSBX is a Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSBX (1.7B). VMCPX pays higher dividends than BMSBX: VMCPX (1.54) vs BMSBX (0.00). BMSBX was incepted earlier than VMCPX: BMSBX (9 years) vs VMCPX (15 years). BMSBX (1.68) is less costly to investors than VMCPX (0.03). BMSBX is a more actively managed with annual turnover of: 75.00 vs. VMCPX (16.00). BMSBX has a lower initial minimum investment than VMCPX: BMSBX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. BMSBX (4.68). VMCPX return over 5 years is better than : 73.80 vs. BMSBX (37.22).
| BMSBX | VMCPX | BMSBX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.68 | 0.03 | 5,600% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 5.508 | 7.631 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 185B | 1% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | 4.68 | 17.65 | 27% |
| Returns for 3 years | 32.28 | 43.14 | 75% |
| Returns for 5 years | 37.22 | 73.80 | 50% |
| Returns for 10 years | N/A | 127.62 | - |
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