Ad is loading...
BMSFX vs VIMAX
BMSFX vs VIMAX Comparison
Open Charts BMSFX vs VIMAX
MFS Blended Research Mid Cap Eq A
Price$14.33
Change-$0.32 (-2.18%)
VolumeN/A
Net Assets1.17B
Vanguard Mid Cap Index Admiral
Price$334.98
Change-$6.47 (-1.89%)
VolumeN/A
Net Assets184.83B
BMSFX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. VIMAX 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 BMSFX is a Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. BMSFX (1.17B). VIMAX pays higher dividends than BMSFX: VIMAX (1.49) vs BMSFX (0.73). BMSFX was incepted earlier than VIMAX: BMSFX (9 years) vs VIMAX (23 years). BMSFX is a more actively managed with annual turnover of: 67.00 vs. VIMAX (13.00). BMSFX has a lower initial minimum investment than VIMAX: BMSFX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 14.06 vs. BMSFX (5.17). VIMAX return over 5 years is better than : 48.46 vs. BMSFX (17.19).
| BMSFX | VIMAX | BMSFX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.844 | 2.481 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 185B | 1% |
| Annual Yield % from dividends | 0.73 | 1.49 | 49% |
| Returns for 1 year | 5.17 | 14.06 | 37% |
| Returns for 3 years | 16.32 | 19.69 | 83% |
| Returns for 5 years | 17.19 | 48.46 | 35% |
| Returns for 10 years | N/A | 114.28 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...