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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$14.99
Change-$0.21 (-1.38%)
VolumeN/A
Net Assets2.25B
Vanguard Mid Cap Index InstitutionalPlus
Price$387.57
Change-$6.59 (-1.67%)
VolumeN/A
Net Assets198.55B
BMSSX vs VMCPX Comparison Chart in %
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BMSSX vs. VMCPX commentary
Nov 15, 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 BMSSX is a StrongBuy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BMSSX (2.25B). VMCPX pays higher dividends than BMSSX: VMCPX (1.51) vs BMSSX (0.36). BMSSX was incepted earlier than VMCPX: BMSSX (9 years) vs VMCPX (15 years). BMSSX (1.17) is less costly to investors than VMCPX (0.03). BMSSX is a more actively managed with annual turnover of: 58.00 vs. VMCPX (16.00). BMSSX has a lower initial minimum investment than VMCPX: BMSSX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 4.05 vs. BMSSX (-7.53). VMCPX return over 5 years is better than : 49.81 vs. BMSSX (24.09).
| BMSSX | VMCPX | BMSSX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 3,900% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 6.539 | 8.936 | 73% |
| 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 | 0.36 | 1.51 | 24% |
| Returns for 1 year | -7.53 | 4.05 | -186% |
| Returns for 3 years | 27.01 | 37.32 | 72% |
| Returns for 5 years | 24.09 | 49.81 | 48% |
| Returns for 10 years | N/A | 141.85 | - |
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