Interact to see
Advertisement
Advertisement
BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$15.40
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets2.46B
Vanguard Mid Cap Index InstitutionalPlus
Price$402.14
Change+$1.69 (+0.42%)
VolumeN/A
Net Assets198.74B
BMSSX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSSX vs. VMCPX commentary
Feb 05, 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 BMSSX is a Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. BMSSX (2.46B). VMCPX pays higher dividends than BMSSX: VMCPX (1.50) vs BMSSX (0.21). 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 : 8.48 vs. BMSSX (4.77). VMCPX return over 5 years is better than : 38.21 vs. BMSSX (14.11).
| 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 | 4.478 | 2.715 | 165% |
| 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 | 0.21 | 1.50 | 14% |
| Returns for 1 year | 4.77 | 8.48 | 56% |
| Returns for 3 years | 27.32 | 34.61 | 79% |
| Returns for 5 years | 14.11 | 38.21 | 37% |
| Returns for 10 years | N/A | 181.82 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers