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BMSVX vs VMCPX
BMSVX vs VMCPX Comparison
Open Charts BMSVX vs VMCPX
MFS Blended Research Mid Cap Eq R4
Price$15.22
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
BMSVX vs VMCPX Comparison Chart in %
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BMSVX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. BMSVX (2.14B). VMCPX pays higher dividends than BMSVX: VMCPX (1.50) vs BMSVX (0.78). BMSVX was incepted earlier than VMCPX: BMSVX (9 years) vs VMCPX (15 years). BMSVX (0.67) is less costly to investors than VMCPX (0.03). BMSVX is a more actively managed with annual turnover of: 58.00 vs. VMCPX (16.00). BMSVX has a lower initial minimum investment than VMCPX: BMSVX (0) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.59 vs. BMSVX (-4.71). VMCPX return over 5 years is better than : 57.33 vs. BMSVX (32.38).
| BMSVX | VMCPX | BMSVX / VMCPX | |
| Total Expense Ratio | 0.59 | 0.03 | 1,967% |
| Annual Report Gross Expense Ratio | 0.67 | 0.03 | 2,233% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 7.486 | 9.709 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 201B | 1% |
| Annual Yield % from dividends | 0.78 | 1.50 | 52% |
| Returns for 1 year | -4.71 | 7.59 | -62% |
| Returns for 3 years | 37.73 | 49.71 | 76% |
| Returns for 5 years | 32.38 | 57.33 | 56% |
| Returns for 10 years | N/A | 141.02 | - |
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