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BMSBX vs VIMSX
BMSBX vs VIMSX Comparison
Open Charts BMSBX vs VIMSX
MFS Blended Research Mid Cap Eq B
Price$15.12
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets2.16B
Vanguard Mid Cap Index Investor
Price$80.20
Change-$0.48 (-0.59%)
VolumeN/A
Net Assets201.28B
BMSBX vs VIMSX Comparison Chart in %
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BMSBX vs. VIMSX commentary
Oct 08, 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 BMSBX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. BMSBX (2.16B). VIMSX pays higher dividends than BMSBX: VIMSX (1.36) vs BMSBX (0.00). BMSBX was incepted earlier than VIMSX: BMSBX (9 years) vs VIMSX (27 years). BMSBX (1.68) is less costly to investors than VIMSX (0.17). BMSBX is a more actively managed with annual turnover of: 58.00 vs. VIMSX (16.00). BMSBX has a lower initial minimum investment than VIMSX: BMSBX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 13.10 vs. BMSBX (-0.59). VIMSX return over 5 years is better than : 61.47 vs. BMSBX (28.70).
| BMSBX | VIMSX | BMSBX / VIMSX | |
| Total Expense Ratio | 1.59 | 0.17 | 935% |
| Annual Report Gross Expense Ratio | 1.68 | 0.17 | 988% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 8.798 | 12.042 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 201B | 1% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -0.59 | 13.10 | -4% |
| Returns for 3 years | 38.89 | 54.69 | 71% |
| Returns for 5 years | 28.70 | 61.47 | 47% |
| Returns for 10 years | N/A | 145.68 | - |
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