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BMSVX vs VMCIX
BMSVX vs VMCIX Comparison
Open Charts BMSVX vs VMCIX
MFS Blended Research Mid Cap Eq R4
Price$15.22
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index Institutional
Price$79.14
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
BMSVX vs VMCIX Comparison Chart in %
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BMSVX vs. VMCIX commentary
Oct 19, 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 BMSVX is a Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 201B vs. BMSVX (2.14B). VMCIX pays higher dividends than BMSVX: VMCIX (1.49) vs BMSVX (0.78). BMSVX was incepted earlier than VMCIX: BMSVX (9 years) vs VMCIX (27 years). BMSVX (0.67) is less costly to investors than VMCIX (0.04). BMSVX is a more actively managed with annual turnover of: 58.00 vs. VMCIX (16.00). BMSVX has a lower initial minimum investment than VMCIX: BMSVX (0) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 7.58 vs. BMSVX (-4.71). VMCIX return over 5 years is better than : 57.31 vs. BMSVX (32.38).
| BMSVX | VMCIX | BMSVX / VMCIX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,675% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 7.486 | 9.699 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 201B | 1% |
| Annual Yield % from dividends | 0.78 | 1.49 | 52% |
| Returns for 1 year | -4.71 | 7.58 | -62% |
| Returns for 3 years | 37.73 | 49.70 | 76% |
| Returns for 5 years | 32.38 | 57.31 | 56% |
| Returns for 10 years | N/A | 140.93 | - |
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