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BMSFX vs VMCPX
BMSFX vs VMCPX Comparison
Open Charts BMSFX vs VMCPX
MFS Blended Research Mid Cap Eq A
Price$15.05
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets1.76B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
BMSFX vs VMCPX Comparison Chart in %
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BMSFX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. BMSFX (1.76B). VMCPX pays higher dividends than BMSFX: VMCPX (1.51) vs BMSFX (0.62). 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 : 14.33 vs. BMSFX (2.39). VMCPX return over 5 years is better than : 62.30 vs. BMSFX (30.71).
| 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 | 5.911 | 8.316 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 197B | 1% |
| Annual Yield % from dividends | 0.62 | 1.51 | 41% |
| Returns for 1 year | 2.39 | 14.33 | 17% |
| Returns for 3 years | 19.30 | 26.46 | 73% |
| Returns for 5 years | 30.71 | 62.30 | 49% |
| Returns for 10 years | N/A | 125.31 | - |
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