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BMSDX vs VMCPX
BMSDX vs VMCPX Comparison
Open Charts BMSDX vs VMCPX
MFS Blended Research Mid Cap Eq C
Price$14.78
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.34B
Vanguard Mid Cap Index InstitutionalPlus
Price$397.33
Change+$1.16 (+0.29%)
VolumeN/A
Net Assets199.59B
BMSDX vs VMCPX Comparison Chart in %
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BMSDX vs. VMCPX commentary
Dec 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 BMSDX is a Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 200B vs. BMSDX (2.34B). 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 : 9.55 vs. BMSDX (4.60). VMCPX return over 5 years is better than : 43.61 vs. BMSDX (11.79).
| BMSDX | VMCPX | BMSDX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.67 | 0.03 | 5,567% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 6.102 | 11.679 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 200B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 4.60 | 9.55 | 48% |
| Returns for 3 years | 33.64 | 45.26 | 74% |
| Returns for 5 years | 11.79 | 43.61 | 27% |
| Returns for 10 years | N/A | 148.12 | - |
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