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BMSRX vs VIMSX
BMSRX vs VIMSX Comparison
Open Charts BMSRX vs VIMSX
MFS Blended Research Mid Cap Eq R1
Price$12.90
Change-$0.85 (-6.18%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
BMSRX vs VIMSX Comparison Chart
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BMSRX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. BMSRX (1.23B). VIMSX pays higher dividends than BMSRX: VIMSX (1.46) vs BMSRX (0.10). 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: 75.00 vs. VIMSX (13.00). 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 : 6.63 vs. BMSRX (-4.36). VIMSX return over 5 years is better than : 113.13 vs. BMSRX (68.28).
| 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 | -1.716 | -0.622 | 276% |
| 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 | 1.46 | 7% |
| Returns for 1 year | -4.36 | 6.63 | -66% |
| Returns for 3 years | 7.31 | 9.75 | 75% |
| Returns for 5 years | 68.28 | 113.13 | 60% |
| Returns for 10 years | N/A | 106.04 | - |
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