BMSFX
Price
$15.05
Change
+$0.11 (+0.74%)
Updated
Jul 3 closing price
Net Assets
1.7B
VMCPX
Price
$383.04
Change
+$2.26 (+0.59%)
Updated
Jul 3 closing price
Net Assets
185.28B
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BMSFX vs VMCPX

Header iconBMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPXBanner chart's image
MFS Blended Research Mid Cap Eq A
Price$15.05
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets1.7B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
BMSFX vs VMCPX Comparison Chart in %
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BMSFX vs. VMCPX commentary
Jul 07, 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 Buy and VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSFX (1.7B). VMCPX pays higher dividends than BMSFX: VMCPX (1.54) vs BMSFX (0.63). BMSFX was incepted earlier than VMCPX: BMSFX (9 years) vs VMCPX (15 years). BMSFX (0.93) is less costly to investors than VMCPX (0.03). BMSFX is a more actively managed with annual turnover of: 75.00 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 : 17.65 vs. BMSFX (5.60). VMCPX return over 5 years is better than : 73.80 vs. BMSFX (42.06).
BMSFXVMCPXBMSFX / VMCPX
Total Expense Ratio0.840.032,800%
Annual Report Gross Expense Ratio0.930.033,100%
Fund Existence9 years15 years-
Gain YTD5.9117.63177%
Front Load6%N/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.7B185B1%
Annual Yield % from dividends0.631.5441%
Returns for 1 year5.6017.6532%
Returns for 3 years34.5443.1480%
Returns for 5 years42.0673.8057%
Returns for 10 yearsN/A127.62-
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