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BMSFX vs VIEIX
BMSFX vs VIEIX Comparison
Open Charts BMSFX vs VIEIX
MFS Blended Research Mid Cap Eq A
Price$15.52
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets1.93B
Vanguard Extended Market Index Instl
Price$157.59
Change+$0.83 (+0.53%)
VolumeN/A
Net Assets81.53B
BMSFX vs VIEIX Comparison Chart in %
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BMSFX vs. VIEIX 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 81.5B vs. BMSFX (1.93B). VIEIX pays higher dividends than BMSFX: VIEIX (1.08) vs BMSFX (0.60). BMSFX was incepted earlier than VIEIX: BMSFX (9 years) vs VIEIX (28 years). BMSFX (0.93) is less costly to investors than VIEIX (0.05). BMSFX is a more actively managed with annual turnover of: 58.00 vs. VIEIX (11.00). BMSFX has a lower initial minimum investment than VIEIX: BMSFX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 20.37 vs. BMSFX (5.29). VIEIX return over 5 years is better than : 62.61 vs. BMSFX (37.69).
| BMSFX | VIEIX | BMSFX / VIEIX | |
| Total Expense Ratio | 0.84 | 0.05 | 1,680% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 9.571 | 9.548 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 81.5B | 2% |
| Annual Yield % from dividends | 0.60 | 1.08 | 56% |
| Returns for 1 year | 5.29 | 20.37 | 26% |
| Returns for 3 years | 35.61 | 52.00 | 68% |
| Returns for 5 years | 37.69 | 62.61 | 60% |
| Returns for 10 years | N/A | 148.94 | - |
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