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$15.00
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets2.13B
Vanguard Mid Cap Index Investor
Price$78.99
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
BMSRX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSRX vs. VIMSX commentary
Oct 18, 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: 201B vs. BMSRX (2.13B). VIMSX pays higher dividends than BMSRX: VIMSX (1.36) vs BMSRX (0.09). BMSRX was incepted earlier than VIMSX: BMSRX (9 years) vs VIMSX (27 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 : 7.22 vs. BMSRX (-5.47). VIMSX return over 5 years is better than : 56.93 vs. BMSRX (25.93).
| 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 | 27 years | - |
| Gain YTD | 6.791 | 9.500 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 201B | 1% |
| Annual Yield % from dividends | 0.09 | 1.36 | 7% |
| Returns for 1 year | -5.47 | 7.22 | -76% |
| Returns for 3 years | 33.99 | 51.61 | 66% |
| Returns for 5 years | 25.93 | 56.93 | 46% |
| Returns for 10 years | N/A | 140.32 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement