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BMSFX vs VIMSX
BMSFX vs VIMSX Comparison
Open Charts BMSFX vs VIMSX
MFS Blended Research Mid Cap Eq A
Price$14.82
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets2.18B
Vanguard Mid Cap Index Investor
Price$77.06
Change-$0.14 (-0.18%)
VolumeN/A
Net Assets198.55B
BMSFX vs VIMSX Comparison Chart in %
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BMSFX vs. VIMSX commentary
Nov 20, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSFX (2.18B). VIMSX pays higher dividends than BMSFX: VIMSX (1.38) vs BMSFX (0.61). BMSFX was incepted earlier than VIMSX: BMSFX (9 years) vs VIMSX (28 years). BMSFX (0.92) is less costly to investors than VIMSX (0.17). BMSFX is a more actively managed with annual turnover of: 58.00 vs. VIMSX (16.00). BMSFX has a lower initial minimum investment than VIMSX: BMSFX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 3.13 vs. BMSFX (-7.81). VIMSX return over 5 years is better than : 46.05 vs. BMSFX (21.32).
| BMSFX | VIMSX | BMSFX / VIMSX | |
| Total Expense Ratio | 0.84 | 0.17 | 494% |
| Annual Report Gross Expense Ratio | 0.92 | 0.17 | 541% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.645 | 7.209 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 199B | 1% |
| Annual Yield % from dividends | 0.61 | 1.38 | 45% |
| Returns for 1 year | -7.81 | 3.13 | -250% |
| Returns for 3 years | 24.39 | 35.49 | 69% |
| Returns for 5 years | 21.32 | 46.05 | 46% |
| Returns for 10 years | N/A | 133.82 | - |
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