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BMSFX vs VMCPX
BMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPX
MFS Blended Research Mid Cap Eq A
Price$15.18
Change-$0.21 (-1.36%)
VolumeN/A
Net Assets2.25B
Vanguard Mid Cap Index InstitutionalPlus
Price$387.57
Change-$6.59 (-1.67%)
VolumeN/A
Net Assets198.55B
BMSFX vs VMCPX Comparison Chart in %
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BMSFX vs. VMCPX commentary
Nov 14, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BMSFX (2.25B). VMCPX pays higher dividends than BMSFX: VMCPX (1.51) vs BMSFX (0.61). BMSFX was incepted earlier than VMCPX: BMSFX (9 years) vs VMCPX (15 years). BMSFX (0.92) is less costly to investors than VMCPX (0.03). BMSFX is a more actively managed with annual turnover of: 58.00 vs. VMCPX (16.00). BMSFX has a lower initial minimum investment than VMCPX: BMSFX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 4.05 vs. BMSFX (-7.26). VMCPX return over 5 years is better than : 49.81 vs. BMSFX (24.94).
| BMSFX | VMCPX | BMSFX / VMCPX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.92 | 0.03 | 3,067% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 6.826 | 8.936 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 199B | 1% |
| Annual Yield % from dividends | 0.61 | 1.51 | 41% |
| Returns for 1 year | -7.26 | 4.05 | -179% |
| Returns for 3 years | 26.98 | 37.32 | 72% |
| Returns for 5 years | 24.94 | 49.81 | 50% |
| Returns for 10 years | N/A | 141.85 | - |
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