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BMSFX vs VMCPX
BMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPX
MFS Blended Research Mid Cap Eq A
Price$15.52
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets1.94B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
BMSFX vs VMCPX Comparison Chart in %
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BMSFX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BMSFX (1.94B). VMCPX pays higher dividends than BMSFX: VMCPX (1.48) vs BMSFX (0.60). 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: 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 : 15.04 vs. BMSFX (5.29). VMCPX return over 5 years is better than : 65.05 vs. BMSFX (37.69).
| BMSFX | VMCPX | BMSFX / VMCPX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 9.571 | 9.713 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 199B | 1% |
| Annual Yield % from dividends | 0.60 | 1.48 | 41% |
| Returns for 1 year | 5.29 | 15.04 | 35% |
| Returns for 3 years | 35.61 | 41.08 | 87% |
| Returns for 5 years | 37.69 | 65.05 | 58% |
| Returns for 10 years | N/A | 141.17 | - |
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