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BMSTX vs VMCPX
BMSTX vs VMCPX Comparison
Open Charts BMSTX vs VMCPX
MFS Blended Research Mid Cap Eq R3
Price$14.13
Change-$0.24 (-1.67%)
VolumeN/A
Net Assets1.55B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
BMSTX vs VMCPX Comparison Chart
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BMSTX vs. VMCPX commentary
Jun 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 BMSTX is a Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. BMSTX (1.55B). VMCPX pays higher dividends than BMSTX: VMCPX (1.54) vs BMSTX (0.70). 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 : 11.60 vs. BMSTX (-0.46). VMCPX return over 5 years is better than : 69.72 vs. BMSTX (38.08).
| 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 | 0.213 | 2.781 | 8% |
| 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 | 0.70 | 1.54 | 45% |
| Returns for 1 year | -0.46 | 11.60 | -4% |
| Returns for 3 years | 29.21 | 39.16 | 75% |
| Returns for 5 years | 38.08 | 69.72 | 55% |
| Returns for 10 years | N/A | 114.26 | - |
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