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BMSFX vs VIMAX
BMSFX vs VIMAX Comparison
Open Charts BMSFX vs VIMAX
MFS Blended Research Mid Cap Eq A
Price$13.11
Change-$0.87 (-6.22%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index Admiral
Price$308.60
Change-$16.03 (-4.94%)
VolumeN/A
Net Assets181.84B
BMSFX vs VIMAX Comparison Chart
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BMSFX vs. VIMAX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 182B vs. BMSFX (1.23B). VIMAX pays higher dividends than BMSFX: VIMAX (1.59) vs BMSFX (0.67). BMSFX was incepted earlier than VIMAX: BMSFX (9 years) vs VIMAX (23 years). BMSFX (0.93) is less costly to investors than VIMAX (0.05). BMSFX is a more actively managed with annual turnover of: 75.00 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 : 6.65 vs. BMSFX (-3.79). VIMAX return over 5 years is better than : 113.24 vs. BMSFX (73.44).
| BMSFX | VIMAX | BMSFX / VIMAX | |
| Total Expense Ratio | 0.84 | 0.05 | 1,680% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -1.619 | -0.623 | 260% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.67 | 1.59 | 42% |
| Returns for 1 year | -3.79 | 6.65 | -57% |
| Returns for 3 years | 8.61 | 9.78 | 88% |
| Returns for 5 years | 73.44 | 113.24 | 65% |
| Returns for 10 years | N/A | 106.23 | - |
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