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BMSDX vs VIMSX
BMSDX vs VIMSX Comparison
Open Charts BMSDX vs VIMSX
MFS Blended Research Mid Cap Eq C
Price$11.97
Change-$0.13 (-1.07%)
VolumeN/A
Net Assets1.09B
Vanguard Mid Cap Index Investor
Price$63.50
Change-$0.45 (-0.70%)
VolumeN/A
Net Assets175.23B
BMSDX vs VIMSX Comparison Chart
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BMSDX vs. VIMSX commentary
Apr 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 BMSDX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. BMSDX (1.09B). VIMSX pays higher dividends than BMSDX: VIMSX (1.46) vs BMSDX (0.00). BMSDX was incepted earlier than VIMSX: BMSDX (9 years) vs VIMSX (27 years). BMSDX (1.68) is less costly to investors than VIMSX (0.17). BMSDX is a more actively managed with annual turnover of: 75.00 vs. VIMSX (13.00). BMSDX has a lower initial minimum investment than VIMSX: BMSDX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : -3.72 vs. BMSDX (-14.73). VIMSX return over 5 years is better than : 90.41 vs. BMSDX (47.93).
| BMSDX | VIMSX | BMSDX / 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 | -13.137 | -11.215 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 175B | 1% |
| Annual Yield % from dividends | 0.00 | 1.46 | - |
| Returns for 1 year | -14.73 | -3.72 | 396% |
| Returns for 3 years | -4.56 | -0.58 | 782% |
| Returns for 5 years | 47.93 | 90.41 | 53% |
| Returns for 10 years | N/A | 84.81 | - |
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