Interact to see
Advertisement
Advertisement
BMSRX vs VIMSX
BMSRX vs VIMSX Comparison
Open Charts BMSRX vs VIMSX
MFS Blended Research Mid Cap Eq R1
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.9B
Vanguard Mid Cap Index Investor
Price$79.19
Change-$0.23 (-0.29%)
VolumeN/A
Net Assets196.76B
BMSRX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSRX vs. VIMSX commentary
Sep 01, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. BMSRX (1.9B). VIMSX pays higher dividends than BMSRX: VIMSX (1.35) vs BMSRX (0.09). BMSRX was incepted earlier than VIMSX: BMSRX (9 years) vs VIMSX (27 years). BMSRX (1.68) is less costly to investors than VIMSX (0.17). BMSRX is a more actively managed with annual turnover of: 58.00 vs. VIMSX (16.00). BMSRX has a lower initial minimum investment than VIMSX: BMSRX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 13.40 vs. BMSRX (1.98). VIMSX return over 5 years is better than : 62.30 vs. BMSRX (30.22).
| BMSRX | VIMSX | BMSRX / VIMSX | |
| Total Expense Ratio | 1.59 | 0.17 | 935% |
| Annual Report Gross Expense Ratio | 1.68 | 0.17 | 988% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 8.578 | 9.943 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 197B | 1% |
| Annual Yield % from dividends | 0.09 | 1.35 | 7% |
| Returns for 1 year | 1.98 | 13.40 | 15% |
| Returns for 3 years | 30.52 | 38.45 | 79% |
| Returns for 5 years | 30.22 | 62.30 | 49% |
| Returns for 10 years | N/A | 149.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement