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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$14.94
Change-$0.21 (-1.39%)
VolumeN/A
Net Assets2.25B
Vanguard Mid Cap Index InstitutionalPlus
Price$387.57
Change-$6.59 (-1.67%)
VolumeN/A
Net Assets198.55B
BMSRX vs VMCPX Comparison Chart in %
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BMSRX 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 BMSRX is a StrongBuy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BMSRX (2.25B). VMCPX pays higher dividends than BMSRX: VMCPX (1.51) vs BMSRX (0.10). BMSRX was incepted earlier than VMCPX: BMSRX (9 years) vs VMCPX (15 years). BMSRX (1.67) is less costly to investors than VMCPX (0.03). BMSRX is a more actively managed with annual turnover of: 58.00 vs. VMCPX (16.00). BMSRX has a lower initial minimum investment than VMCPX: BMSRX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 5.69 vs. BMSRX (-7.35). VMCPX return over 5 years is better than : 52.35 vs. BMSRX (21.94).
| BMSRX | VMCPX | BMSRX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.67 | 0.03 | 5,567% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 6.791 | 10.788 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 199B | 1% |
| Annual Yield % from dividends | 0.10 | 1.51 | 6% |
| Returns for 1 year | -7.35 | 5.69 | -129% |
| Returns for 3 years | 26.10 | 37.89 | 69% |
| Returns for 5 years | 21.94 | 52.35 | 42% |
| Returns for 10 years | N/A | 149.27 | - |
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