Ad is loading...
BMSFX vs VIMAX
BMSFX vs VIMAX Comparison
Open Charts BMSFX vs VIMAX
MFS Blended Research Mid Cap Eq A
Price$14.22
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets955.83M
Vanguard Mid Cap Index Admiral
Price$327.05
Change+$1.58 (+0.49%)
VolumeN/A
Net Assets176.87B
BMSFX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. VIMAX commentary
Jan 14, 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: 177B vs. BMSFX (956M). VIMAX pays higher dividends than BMSFX: VIMAX (1.49) vs BMSFX (0.73). BMSFX was incepted earlier than VIMAX: BMSFX (8 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 : 15.41 vs. BMSFX (9.64). VIMAX return over 5 years is better than : 47.15 vs. BMSFX (17.51).
| BMSFX | VIMAX | BMSFX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.070 | 0.055 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 956M | 177B | 1% |
| Annual Yield % from dividends | 0.73 | 1.49 | 49% |
| Returns for 1 year | 9.64 | 15.41 | 63% |
| Returns for 3 years | 8.16 | 8.91 | 92% |
| Returns for 5 years | 17.51 | 47.15 | 37% |
| Returns for 10 years | N/A | 122.02 | - |