Interact to see
Advertisement
Advertisement
BMSFX vs VMCIX
BMSFX vs VMCIX Comparison
Open Charts BMSFX vs VMCIX
MFS Blended Research Mid Cap Eq A
Price$15.48
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets2.46B
Vanguard Mid Cap Index Institutional
Price$81.20
Change+$1.04 (+1.30%)
VolumeN/A
Net Assets198.74B
BMSFX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. VMCIX commentary
Feb 04, 2026
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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. BMSFX (2.46B). VMCIX pays higher dividends than BMSFX: VMCIX (1.49) vs BMSFX (0.46). BMSFX was incepted earlier than VMCIX: BMSFX (9 years) vs VMCIX (28 years). BMSFX (0.92) 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 : 8.25 vs. BMSFX (5.15). VMCIX return over 5 years is better than : 38.88 vs. BMSFX (14.76).
| BMSFX | VMCIX | BMSFX / VMCIX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.92 | 0.04 | 2,300% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 3.893 | 2.293 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 199B | 1% |
| Annual Yield % from dividends | 0.46 | 1.49 | 31% |
| Returns for 1 year | 5.15 | 8.25 | 62% |
| Returns for 3 years | 27.77 | 34.06 | 82% |
| Returns for 5 years | 14.76 | 38.88 | 38% |
| Returns for 10 years | N/A | 180.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement