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BMSDX vs VIMSX
BMSDX vs VIMSX Comparison
Open Charts BMSDX vs VIMSX
MFS Blended Research Mid Cap Eq C
Price$14.03
Change-$0.31 (-2.16%)
VolumeN/A
Net Assets1.2B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSDX vs VIMSX Comparison Chart
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BMSDX vs. VIMSX commentary
Feb 23, 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. BMSDX (1.2B). VIMSX pays higher dividends than BMSDX: VIMSX (1.38) vs BMSDX (0.08). BMSDX was incepted earlier than VIMSX: BMSDX (9 years) vs VIMSX (27 years). BMSDX is a more actively managed with annual turnover of: 67.00 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 : 18.44 vs. BMSDX (6.54). VIMSX return over 5 years is better than : 52.22 vs. BMSDX (15.38).
| BMSDX | VIMSX | BMSDX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 2.943 | 5.134 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 185B | 1% |
| Annual Yield % from dividends | 0.08 | 1.38 | 6% |
| Returns for 1 year | 6.54 | 18.44 | 35% |
| Returns for 3 years | 16.60 | 21.44 | 77% |
| Returns for 5 years | 15.38 | 52.22 | 29% |
| Returns for 10 years | N/A | 119.77 | - |