BMSDX
Price
$14.85
Change
+$0.06 (+0.41%)
Updated
Oct 17 closing price
Net Assets
2.13B
VMCPX
Price
$390.32
Change
+$0.68 (+0.17%)
Updated
Oct 17 closing price
Net Assets
201.28B
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BMSDX vs VMCPX

Header iconBMSDX vs VMCPX Comparison
Open Charts BMSDX vs VMCPXBanner chart's image
MFS Blended Research Mid Cap Eq C
Price$14.85
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets2.13B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
BMSDX vs VMCPX Comparison Chart in %
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BMSDX vs. VMCPX commentary
Oct 19, 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 BMSDX is a Hold and VMCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. BMSDX (2.13B). VMCPX pays higher dividends than BMSDX: VMCPX (1.50) vs BMSDX (0.00). BMSDX was incepted earlier than VMCPX: BMSDX (9 years) vs VMCPX (15 years). BMSDX (1.67) is less costly to investors than VMCPX (0.03). BMSDX is a more actively managed with annual turnover of: 58.00 vs. VMCPX (16.00). BMSDX has a lower initial minimum investment than VMCPX: BMSDX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.59 vs. BMSDX (-5.89). VMCPX return over 5 years is better than : 57.33 vs. BMSDX (24.89).
BMSDXVMCPXBMSDX / VMCPX
Total Expense Ratio1.590.035,300%
Annual Report Gross Expense Ratio1.670.035,567%
Fund Existence9 years15 years-
Gain YTD6.6049.70968%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B201B1%
Annual Yield % from dividends0.001.50-
Returns for 1 year-5.897.59-78%
Returns for 3 years32.9549.7166%
Returns for 5 years24.8957.3343%
Returns for 10 yearsN/A141.02-
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