Interact to see
Advertisement
Advertisement
BMSFX vs VEXAX
BMSFX vs VEXAX Comparison
Open Charts BMSFX vs VEXAX
MFS Blended Research Mid Cap Eq A
Price$15.52
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets1.93B
Vanguard Extended Market Index Admiral
Price$157.61
Change+$0.84 (+0.54%)
VolumeN/A
Net Assets81.53B
BMSFX vs VEXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. VEXAX commentary
Sep 07, 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 BMSFX is a StrongBuy and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 81.5B vs. BMSFX (1.93B). VEXAX pays higher dividends than BMSFX: VEXAX (1.07) vs BMSFX (0.60). BMSFX was incepted earlier than VEXAX: BMSFX (9 years) vs VEXAX (25 years). BMSFX (0.93) is less costly to investors than VEXAX (0.05). BMSFX is a more actively managed with annual turnover of: 58.00 vs. VEXAX (11.00). BMSFX has a lower initial minimum investment than VEXAX: BMSFX (1000) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 20.37 vs. BMSFX (5.29). VEXAX return over 5 years is better than : 62.61 vs. BMSFX (37.69).
| BMSFX | VEXAX | BMSFX / VEXAX | |
| Total Expense Ratio | 0.84 | 0.05 | 1,680% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 9.571 | 9.554 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 81.5B | 2% |
| Annual Yield % from dividends | 0.60 | 1.07 | 56% |
| Returns for 1 year | 5.29 | 20.37 | 26% |
| Returns for 3 years | 35.61 | 51.99 | 68% |
| Returns for 5 years | 37.69 | 62.61 | 60% |
| Returns for 10 years | N/A | 148.92 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement