Interact to see
Advertisement
Advertisement
BMSRX vs VMCIX
BMSRX vs VMCIX Comparison
Open Charts BMSRX vs VMCIX
MFS Blended Research Mid Cap Eq R1
Price$14.88
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.34B
Vanguard Mid Cap Index Institutional
Price$80.55
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
BMSRX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSRX vs. VMCIX commentary
Dec 27, 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 BMSRX is a Buy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 200B vs. BMSRX (2.34B). VMCIX pays higher dividends than BMSRX: VMCIX (1.49) vs BMSRX (0.09). BMSRX was incepted earlier than VMCIX: BMSRX (9 years) vs VMCIX (28 years). BMSRX (1.67) is less costly to investors than VMCIX (0.04). BMSRX is a more actively managed with annual turnover of: 58.00 vs. VMCIX (16.00). BMSRX has a lower initial minimum investment than VMCIX: BMSRX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 9.54 vs. BMSRX (4.94). VMCIX return over 5 years is better than : 43.59 vs. BMSRX (12.71).
| BMSRX | VMCIX | BMSRX / VMCIX | |
| Total Expense Ratio | 1.59 | 0.04 | 3,975% |
| Annual Report Gross Expense Ratio | 1.67 | 0.04 | 4,175% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 6.362 | 11.667 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 200B | 1% |
| Annual Yield % from dividends | 0.09 | 1.49 | 6% |
| Returns for 1 year | 4.94 | 9.54 | 52% |
| Returns for 3 years | 34.45 | 45.24 | 76% |
| Returns for 5 years | 12.71 | 43.59 | 29% |
| Returns for 10 years | N/A | 148.07 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers