Interact to see
Advertisement
Advertisement
BMSFX vs VIMAX
BMSFX vs VIMAX Comparison
Open Charts BMSFX vs VIMAX
MFS Blended Research Mid Cap Eq A
Price$14.07
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.46B
Vanguard Mid Cap Index Admiral
Price$331.04
Change-$0.48 (-0.14%)
VolumeN/A
Net Assets175.12B
BMSFX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSFX vs. VIMAX commentary
May 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 Buy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. BMSFX (1.46B). VIMAX pays higher dividends than BMSFX: VIMAX (1.60) vs BMSFX (0.69). BMSFX was incepted earlier than VIMAX: BMSFX (9 years) vs VIMAX (24 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 (16.00). 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 : 8.21 vs. BMSFX (-3.29). VIMAX return over 5 years is better than : 74.78 vs. BMSFX (40.11).
| 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 | 24 years | - |
| Gain YTD | -0.844 | 1.486 | -57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 175B | 1% |
| Annual Yield % from dividends | 0.69 | 1.60 | 43% |
| Returns for 1 year | -3.29 | 8.21 | -40% |
| Returns for 3 years | 20.44 | 28.29 | 72% |
| Returns for 5 years | 40.11 | 74.78 | 54% |
| Returns for 10 years | N/A | 108.52 | - |