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BMSBX vs VIMSX
BMSBX vs VIMSX Comparison
Open Charts BMSBX vs VIMSX
MFS Blended Research Mid Cap Eq B
Price$13.72
Change+$0.18 (+1.33%)
VolumeN/A
Net Assets1.21B
Vanguard Mid Cap Index Investor
Price$71.58
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets181.84B
BMSBX vs VIMSX Comparison Chart
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BMSBX vs. VIMSX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. BMSBX (1.21B). VIMSX pays higher dividends than BMSBX: VIMSX (1.46) 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: 75.00 vs. VIMSX (13.00). 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 : 5.78 vs. BMSBX (-5.25). VIMSX return over 5 years is better than : 110.95 vs. BMSBX (65.43).
| 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 | -3.147 | -1.636 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 182B | 1% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -5.25 | 5.78 | -91% |
| Returns for 3 years | 5.54 | 9.20 | 60% |
| Returns for 5 years | 65.43 | 110.95 | 59% |
| Returns for 10 years | N/A | 105.27 | - |