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BMSRX vs VIMAX
BMSRX vs VIMAX Comparison
Open Charts BMSRX vs VIMAX
MFS Blended Research Mid Cap Eq R1
Price$12.90
Change-$0.85 (-6.18%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index Admiral
Price$308.60
Change-$16.03 (-4.94%)
VolumeN/A
Net Assets181.84B
BMSRX vs VIMAX Comparison Chart
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BMSRX 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 BMSRX is a Hold and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 182B vs. BMSRX (1.23B). VIMAX pays higher dividends than BMSRX: VIMAX (1.59) vs BMSRX (0.10). BMSRX was incepted earlier than VIMAX: BMSRX (9 years) vs VIMAX (23 years). BMSRX (1.68) is less costly to investors than VIMAX (0.05). BMSRX is a more actively managed with annual turnover of: 75.00 vs. VIMAX (13.00). BMSRX has a lower initial minimum investment than VIMAX: BMSRX (0) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 6.65 vs. BMSRX (-4.36). VIMAX return over 5 years is better than : 113.24 vs. BMSRX (68.28).
| BMSRX | VIMAX | BMSRX / VIMAX | |
| Total Expense Ratio | 1.59 | 0.05 | 3,180% |
| Annual Report Gross Expense Ratio | 1.68 | 0.05 | 3,360% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -1.716 | -0.623 | 275% |
| 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 | 0.10 | 1.59 | 7% |
| Returns for 1 year | -4.36 | 6.65 | -66% |
| Returns for 3 years | 7.31 | 9.78 | 75% |
| Returns for 5 years | 68.28 | 113.24 | 60% |
| Returns for 10 years | N/A | 106.23 | - |
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