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BMSDX vs VIMSX
BMSDX vs VIMSX Comparison
Open Charts BMSDX vs VIMSX
MFS Blended Research Mid Cap Eq C
Price$15.06
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
BMSDX vs VIMSX Comparison Chart in %
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BMSDX 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 BMSDX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. BMSDX (2.16B). VIMSX pays higher dividends than BMSDX: VIMSX (1.36) 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: 58.00 vs. VIMSX (16.00). 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 : 13.10 vs. BMSDX (-0.72). VIMSX return over 5 years is better than : 61.47 vs. BMSDX (28.28).
| 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 | 8.758 | 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 | -0.72 | 13.10 | -6% |
| Returns for 3 years | 38.48 | 54.69 | 70% |
| Returns for 5 years | 28.28 | 61.47 | 46% |
| Returns for 10 years | N/A | 145.68 | - |
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