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BMSSX vs VMCPX
BMSSX vs VMCPX Comparison
Open Charts BMSSX vs VMCPX
MFS Blended Research Mid Cap Eq R2
Price$14.08
Change-$0.24 (-1.68%)
VolumeN/A
Net Assets1.55B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
BMSSX vs VMCPX Comparison Chart
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BMSSX 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 BMSSX is a Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSSX (1.55B). VMCPX pays higher dividends than BMSSX: VMCPX (1.54) vs BMSSX (0.38). BMSSX was incepted earlier than VMCPX: BMSSX (9 years) vs VMCPX (15 years). BMSSX (1.18) is less costly to investors than VMCPX (0.03). BMSSX is a more actively managed with annual turnover of: 75.00 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 : 11.60 vs. BMSSX (-0.77). VMCPX return over 5 years is better than : 69.72 vs. BMSSX (36.20).
| BMSSX | VMCPX | BMSSX / VMCPX | |
| Total Expense Ratio | 1.09 | 0.03 | 3,633% |
| Annual Report Gross Expense Ratio | 1.18 | 0.03 | 3,933% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 0.071 | 2.781 | 3% |
| 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 | 0.38 | 1.54 | 25% |
| Returns for 1 year | -0.77 | 11.60 | -7% |
| Returns for 3 years | 28.28 | 39.16 | 72% |
| Returns for 5 years | 36.20 | 69.72 | 52% |
| Returns for 10 years | N/A | 114.26 | - |
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