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BMSTX vs VMCPX
BMSTX vs VMCPX Comparison
Open Charts BMSTX vs VMCPX
MFS Blended Research Mid Cap Eq R3
Price$14.93
Change+$0.12 (+0.81%)
VolumeN/A
Net Assets1.7B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
BMSTX vs VMCPX Comparison Chart in %
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BMSTX vs. VMCPX commentary
Jul 07, 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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSTX (1.7B). VMCPX pays higher dividends than BMSTX: VMCPX (1.54) vs BMSTX (0.68). BMSTX was incepted earlier than VMCPX: BMSTX (9 years) vs VMCPX (15 years). BMSTX (0.93) is less costly to investors than VMCPX (0.03). BMSTX is a more actively managed with annual turnover of: 75.00 vs. VMCPX (16.00). BMSTX has a lower initial minimum investment than VMCPX: BMSTX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. BMSTX (5.54). VMCPX return over 5 years is better than : 73.80 vs. BMSTX (43.07).
| BMSTX | VMCPX | BMSTX / VMCPX | |
| Total Expense Ratio | 0.84 | 0.03 | 2,800% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,100% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 5.887 | 7.631 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 185B | 1% |
| Annual Yield % from dividends | 0.68 | 1.54 | 44% |
| Returns for 1 year | 5.54 | 17.65 | 31% |
| Returns for 3 years | 35.56 | 43.14 | 82% |
| Returns for 5 years | 43.07 | 73.80 | 58% |
| Returns for 10 years | N/A | 127.62 | - |
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