Ad is loading...
BMSLX vs VIMSX
BMSLX vs VIMSX Comparison
Open Charts BMSLX vs VIMSX
MFS Blended Research Mid Cap Eq I
Price$13.04
Change-$0.86 (-6.19%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
BMSLX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSLX vs. VIMSX 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 BMSLX is a Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. BMSLX (1.23B). VIMSX pays higher dividends than BMSLX: VIMSX (1.46) vs BMSLX (0.89). BMSLX was incepted earlier than VIMSX: BMSLX (9 years) vs VIMSX (27 years). BMSLX (0.68) is less costly to investors than VIMSX (0.17). BMSLX is a more actively managed with annual turnover of: 75.00 vs. VIMSX (13.00). BMSLX has a lower initial minimum investment than VIMSX: BMSLX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 6.63 vs. BMSLX (-3.61). VIMSX return over 5 years is better than : 113.13 vs. BMSLX (74.89).
| BMSLX | VIMSX | BMSLX / VIMSX | |
| Total Expense Ratio | 0.59 | 0.17 | 347% |
| Annual Report Gross Expense Ratio | 0.68 | 0.17 | 400% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -1.558 | -0.622 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.89 | 1.46 | 61% |
| Returns for 1 year | -3.61 | 6.63 | -54% |
| Returns for 3 years | 9.17 | 9.75 | 94% |
| Returns for 5 years | 74.89 | 113.13 | 66% |
| Returns for 10 years | N/A | 106.04 | - |