BMSTX
Price
$15.06
Change
-$0.21 (-1.38%)
Updated
Nov 13 closing price
Net Assets
2.25B
VMCIX
Price
$78.58
Change
-$1.34 (-1.68%)
Updated
Nov 13 closing price
Net Assets
198.55B
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BMSTX vs VMCIX

Header iconBMSTX vs VMCIX Comparison
Open Charts BMSTX vs VMCIXBanner chart's image
MFS Blended Research Mid Cap Eq R3
Price$15.06
Change-$0.21 (-1.38%)
VolumeN/A
Net Assets2.25B
Vanguard Mid Cap Index Institutional
Price$78.58
Change-$1.34 (-1.68%)
VolumeN/A
Net Assets198.55B
BMSTX vs VMCIX Comparison Chart in %
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BMSTX vs. VMCIX commentary
Nov 14, 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 BMSTX is a StrongBuy and VMCIX is a Hold.

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FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. BMSTX (2.25B). VMCIX pays higher dividends than BMSTX: VMCIX (1.50) vs BMSTX (0.66). BMSTX was incepted earlier than VMCIX: BMSTX (9 years) vs VMCIX (28 years). BMSTX (0.92) is less costly to investors than VMCIX (0.04). BMSTX is a more actively managed with annual turnover of: 58.00 vs. VMCIX (16.00). BMSTX has a lower initial minimum investment than VMCIX: BMSTX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 5.69 vs. BMSTX (-7.28). VMCIX return over 5 years is better than : 52.33 vs. BMSTX (25.86).
BMSTXVMCIXBMSTX / VMCIX
Total Expense Ratio0.840.042,100%
Annual Report Gross Expense Ratio0.920.042,300%
Fund Existence9 years28 years-
Gain YTD6.80910.78063%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.25B199B1%
Annual Yield % from dividends0.661.5044%
Returns for 1 year-7.285.69-128%
Returns for 3 years28.0037.8874%
Returns for 5 years25.8652.3349%
Returns for 10 yearsN/A149.18-
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