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BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$15.52
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets1.94B
Vanguard Mid Cap Index Institutional
Price$79.17
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
BMSFX vs VMCIX Comparison Chart in %
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BMSFX vs. VMCIX commentary
Sep 08, 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 BMSFX is a StrongBuy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. BMSFX (1.94B). VMCIX pays higher dividends than BMSFX: VMCIX (1.47) vs BMSFX (0.60). BMSFX was incepted earlier than VMCIX: BMSFX (9 years) vs VMCIX (27 years). BMSFX (0.93) is less costly to investors than VMCIX (0.04). BMSFX is a more actively managed with annual turnover of: 58.00 vs. VMCIX (16.00). BMSFX has a lower initial minimum investment than VMCIX: BMSFX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 15.05 vs. BMSFX (5.29). VMCIX return over 5 years is better than : 65.06 vs. BMSFX (37.69).
| BMSFX | VMCIX | BMSFX / VMCIX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 9.571 | 9.708 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 199B | 1% |
| Annual Yield % from dividends | 0.60 | 1.47 | 41% |
| Returns for 1 year | 5.29 | 15.05 | 35% |
| Returns for 3 years | 35.61 | 41.08 | 87% |
| Returns for 5 years | 37.69 | 65.06 | 58% |
| Returns for 10 years | N/A | 141.13 | - |
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