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BMSRX vs VMCPX
BMSRX vs VMCPX Comparison
Open Charts BMSRX vs VMCPX
MFS Blended Research Mid Cap Eq R1
Price$14.02
Change-$0.23 (-1.61%)
VolumeN/A
Net Assets1.55B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
BMSRX vs VMCPX Comparison Chart
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BMSRX vs. VMCPX commentary
Jun 16, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSRX (1.55B). VMCPX pays higher dividends than BMSRX: VMCPX (1.54) 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 : 11.60 vs. BMSRX (-0.75). VMCPX return over 5 years is better than : 69.72 vs. BMSRX (33.40).
| 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 | 0.214 | 2.781 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 185B | 1% |
| Annual Yield % from dividends | 0.10 | 1.54 | 7% |
| Returns for 1 year | -0.75 | 11.60 | -6% |
| Returns for 3 years | 26.99 | 39.16 | 69% |
| Returns for 5 years | 33.40 | 69.72 | 48% |
| Returns for 10 years | N/A | 114.26 | - |
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