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$14.63
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets2.17B
Vanguard Mid Cap Index Investor
Price$77.20
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets198.55B
BMSRX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSRX 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 BMSRX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSRX (2.17B). VIMSX pays higher dividends than BMSRX: VIMSX (1.38) vs BMSRX (0.10). BMSRX was incepted earlier than VIMSX: BMSRX (9 years) vs VIMSX (28 years). BMSRX (1.67) 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 : 3.39 vs. BMSRX (-8.09). VIMSX return over 5 years is better than : 45.66 vs. BMSRX (17.65).
| BMSRX | VIMSX | BMSRX / VIMSX | |
| Total Expense Ratio | 1.59 | 0.17 | 935% |
| Annual Report Gross Expense Ratio | 1.67 | 0.17 | 982% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.289 | 7.167 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 199B | 1% |
| Annual Yield % from dividends | 0.10 | 1.38 | 7% |
| Returns for 1 year | -8.09 | 3.39 | -239% |
| Returns for 3 years | 23.15 | 35.44 | 65% |
| Returns for 5 years | 17.65 | 45.66 | 39% |
| Returns for 10 years | N/A | 133.73 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FGSKX | 57.02 | 0.06 | +0.11% |
| Federated Hermes MDT Mid Cap Growth R6 | |||
| RYAZX | 208.10 | N/A | N/A |
| Rydex S&P SmallCap 600 Pure Value H | |||
| FMFMX | 18.02 | N/A | N/A |
| Fidelity Advisor Series Equity Gr | |||
| IVGSX | 19.62 | -0.03 | -0.15% |
| VY® Invesco Growth and Income S | |||
| BRWSX | 28.05 | -0.32 | -1.13% |
| MFS Blended Research Growth Eq R2 | |||