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BMSSX vs VIMAX
BMSSX vs VIMAX Comparison
Open Charts BMSSX vs VIMAX
MFS Blended Research Mid Cap Eq R2
Price$12.58
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.19B
Vanguard Mid Cap Index Admiral
Price$304.23
Change+$2.42 (+0.80%)
VolumeN/A
Net Assets175.23B
BMSSX vs VIMAX Comparison Chart
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BMSSX vs. VIMAX commentary
Apr 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 BMSSX is a Hold and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. BMSSX (1.19B). VIMAX pays higher dividends than BMSSX: VIMAX (1.59) vs BMSSX (0.39). BMSSX was incepted earlier than VIMAX: BMSSX (9 years) vs VIMAX (23 years). BMSSX (1.18) is less costly to investors than VIMAX (0.05). BMSSX is a more actively managed with annual turnover of: 75.00 vs. VIMAX (13.00). BMSSX has a lower initial minimum investment than VIMAX: BMSSX (0) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 3.84 vs. BMSSX (-8.26). VIMAX return over 5 years is better than : 67.49 vs. BMSSX (34.36).
| BMSSX | VIMAX | BMSSX / VIMAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.18 | 0.05 | 2,360% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -10.021 | -7.609 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 175B | 1% |
| Annual Yield % from dividends | 0.39 | 1.59 | 25% |
| Returns for 1 year | -8.26 | 3.84 | -215% |
| Returns for 3 years | 0.64 | 5.77 | 11% |
| Returns for 5 years | 34.36 | 67.49 | 51% |
| Returns for 10 years | N/A | 91.27 | - |
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