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$15.05
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets1.76B
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
BMSFX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. VMCIX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. BMSFX (1.76B). VMCIX pays higher dividends than BMSFX: VMCIX (1.50) vs BMSFX (0.62). 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: 75.00 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 : 14.33 vs. BMSFX (2.39). VMCIX return over 5 years is better than : 62.28 vs. BMSFX (30.71).
| 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 | 5.911 | 8.308 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 197B | 1% |
| Annual Yield % from dividends | 0.62 | 1.50 | 42% |
| Returns for 1 year | 2.39 | 14.33 | 17% |
| Returns for 3 years | 19.30 | 26.45 | 73% |
| Returns for 5 years | 30.71 | 62.28 | 49% |
| Returns for 10 years | N/A | 125.29 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement