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BMSVX vs VMCIX
BMSVX vs VMCIX Comparison
Open Charts BMSVX vs VMCIX
MFS Blended Research Mid Cap Eq R4
Price$15.19
Change-$0.30 (-1.94%)
VolumeN/A
Net Assets2.32B
Vanguard Mid Cap Index Institutional
Price$81.36
Change+$0.65 (+0.81%)
VolumeN/A
Net Assets199.59B
BMSVX vs VMCIX Comparison Chart in %
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BMSVX vs. VMCIX commentary
Dec 13, 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 Buy and VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 200B vs. BMSVX (2.32B). VMCIX pays higher dividends than BMSVX: VMCIX (1.49) vs BMSVX (0.78). BMSVX was incepted earlier than VMCIX: BMSVX (9 years) vs VMCIX (28 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 : 6.90 vs. BMSVX (-7.26). VMCIX return over 5 years is better than : 47.67 vs. BMSVX (22.28).
| 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 | 28 years | - |
| Gain YTD | 7.274 | 12.776 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 200B | 1% |
| Annual Yield % from dividends | 0.78 | 1.49 | 52% |
| Returns for 1 year | -7.26 | 6.90 | -105% |
| Returns for 3 years | 29.07 | 40.90 | 71% |
| Returns for 5 years | 22.28 | 47.67 | 47% |
| Returns for 10 years | N/A | 156.33 | - |
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