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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$14.81
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets1.76B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
BMSRX vs VMCPX Comparison Chart in %
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BMSRX vs. VMCPX commentary
Aug 17, 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: 197B vs. BMSRX (1.76B). 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 (1.68) is less costly to investors than VMCPX (0.03). BMSRX is a more actively managed with annual turnover of: 75.00 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 : 14.33 vs. BMSRX (2.17). VMCPX return over 5 years is better than : 62.30 vs. BMSRX (27.29).
| BMSRX | VMCPX | BMSRX / VMCPX | |
| Total Expense Ratio | 1.59 | 0.03 | 5,300% |
| Annual Report Gross Expense Ratio | 1.68 | 0.03 | 5,600% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 5.861 | 8.316 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 197B | 1% |
| Annual Yield % from dividends | 0.10 | 1.51 | 6% |
| Returns for 1 year | 2.17 | 14.33 | 15% |
| Returns for 3 years | 18.15 | 26.46 | 69% |
| Returns for 5 years | 27.29 | 62.30 | 44% |
| Returns for 10 years | N/A | 125.31 | - |
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