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BMSRX vs VIMAX
BMSRX vs VIMAX Comparison
Open Charts BMSRX vs VIMAX
MFS Blended Research Mid Cap Eq R1
Price$13.92
Change-$0.50 (-3.47%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$327.44
Change-$11.29 (-3.33%)
VolumeN/A
CapitalizationN/A
BMSRX vs VIMAX Comparison Chart
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BMSRX vs. VIMAX commentary
Dec 19, 2024
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: 190B vs. BMSRX (918M). VIMAX pays higher dividends than BMSRX: VIMAX (1.49) vs BMSRX (0.17). BMSRX was incepted earlier than VIMAX: BMSRX (8 years) vs VIMAX (23 years). BMSRX is a more actively managed with annual turnover of: 67.00 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 : 18.84 vs. BMSRX (12.85). VIMAX return over 5 years is better than : 55.75 vs. BMSRX (19.94).
| BMSRX | VIMAX | BMSRX / 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 | 11.373 | 17.829 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 190B | 0% |
| Annual Yield % from dividends | 0.17 | 1.49 | 11% |
| Returns for 1 year | 12.85 | 18.84 | 68% |
| Returns for 3 years | 11.32 | 11.37 | 100% |
| Returns for 5 years | 19.94 | 55.75 | 36% |
| Returns for 10 years | N/A | 125.53 | - |