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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$15.24
Change+$0.13 (+0.86%)
VolumeN/A
Net Assets2.46B
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
BMSRX vs VMCPX Comparison Chart in %
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BMSRX vs. VMCPX commentary
Feb 04, 2026
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 (2.46B). VMCPX pays higher dividends than BMSRX: VMCPX (1.50) vs BMSRX (0.43). 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 : 8.25 vs. BMSRX (5.13). VMCPX return over 5 years is better than : 38.89 vs. BMSRX (12.13).
| 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 | 3.956 | 2.283 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 199B | 1% |
| Annual Yield % from dividends | 0.43 | 1.50 | 29% |
| Returns for 1 year | 5.13 | 8.25 | 62% |
| Returns for 3 years | 26.04 | 34.05 | 76% |
| Returns for 5 years | 12.13 | 38.89 | 31% |
| Returns for 10 years | N/A | 180.63 | - |
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