BMSLX vs. VMCPX
Compare and contrast key facts about MFS Blended Research Mid Cap Equity Fund (BMSLX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX).
BMSLX is managed by MFS. It was launched on Aug 19, 2016. VMCPX is managed by Vanguard. It was launched on Dec 15, 2010.
Performance
BMSLX vs. VMCPX - Performance Comparison
Loading graphics...
BMSLX vs. VMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMSLX MFS Blended Research Mid Cap Equity Fund | 0.41% | 8.08% | 19.25% | 19.81% | -13.70% | 26.54% | 10.44% | 30.21% | -11.11% | 18.04% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | -0.63% | 11.70% | 14.68% | 16.55% | -18.68% | 24.54% | 18.20% | 31.06% | -9.23% | 19.28% |
Returns By Period
In the year-to-date period, BMSLX achieves a 0.41% return, which is significantly higher than VMCPX's -0.63% return.
BMSLX
- 1D
- 2.76%
- 1M
- -5.47%
- YTD
- 0.41%
- 6M
- -0.63%
- 1Y
- 11.68%
- 3Y*
- 14.03%
- 5Y*
- 8.92%
- 10Y*
- —
VMCPX
- 1D
- 2.23%
- 1M
- -5.78%
- YTD
- -0.63%
- 6M
- -1.34%
- 1Y
- 12.42%
- 3Y*
- 12.62%
- 5Y*
- 6.68%
- 10Y*
- 10.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BMSLX vs. VMCPX - Expense Ratio Comparison
BMSLX has a 0.59% expense ratio, which is higher than VMCPX's 0.03% expense ratio.
Return for Risk
BMSLX vs. VMCPX — Risk / Return Rank
BMSLX
VMCPX
BMSLX vs. VMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Mid Cap Equity Fund (BMSLX) and Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BMSLX | VMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.73 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.12 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.16 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.06 | -0.17 |
Martin ratioReturn relative to average drawdown | 3.53 | 4.87 | -1.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BMSLX | VMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.73 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.38 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.59 | -0.05 |
Correlation
The correlation between BMSLX and VMCPX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BMSLX vs. VMCPX - Dividend Comparison
BMSLX's dividend yield for the trailing twelve months is around 3.07%, more than VMCPX's 1.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMSLX MFS Blended Research Mid Cap Equity Fund | 3.07% | 3.08% | 10.98% | 2.32% | 5.15% | 23.06% | 0.94% | 4.90% | 8.27% | 2.63% | 0.47% | 0.00% |
VMCPX Vanguard Mid-Cap Index Fund Institutional Plus Shares | 1.52% | 1.53% | 1.50% | 1.52% | 1.61% | 1.13% | 1.45% | 1.49% | 1.84% | 1.37% | 1.47% | 1.50% |
Drawdowns
BMSLX vs. VMCPX - Drawdown Comparison
The maximum BMSLX drawdown since its inception was -41.06%, roughly equal to the maximum VMCPX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for BMSLX and VMCPX.
Loading graphics...
Drawdown Indicators
| BMSLX | VMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -39.30% | -1.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -12.77% | -1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -22.28% | -27.54% | +5.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.30% | — |
Current DrawdownCurrent decline from peak | -6.65% | -6.08% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -5.26% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.77% | +0.80% |
Volatility
BMSLX vs. VMCPX - Volatility Comparison
MFS Blended Research Mid Cap Equity Fund (BMSLX) has a higher volatility of 5.90% compared to Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) at 4.96%. This indicates that BMSLX's price experiences larger fluctuations and is considered to be riskier than VMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BMSLX | VMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 4.96% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 9.67% | +1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.06% | 17.68% | +2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 17.66% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.82% | 18.91% | +0.91% |