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BMSSX vs VIMSX
BMSSX vs VIMSX Comparison
Open Charts BMSSX vs VIMSX
MFS Blended Research Mid Cap Eq R2
Price$12.58
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.19B
Vanguard Mid Cap Index Investor
Price$67.08
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
BMSSX vs VIMSX Comparison Chart
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BMSSX vs. VIMSX 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. BMSSX (1.19B). VIMSX pays higher dividends than BMSSX: VIMSX (1.46) vs BMSSX (0.39). BMSSX was incepted earlier than VIMSX: BMSSX (9 years) vs VIMSX (27 years). BMSSX (1.18) is less costly to investors than VIMSX (0.17). BMSSX is a more actively managed with annual turnover of: 75.00 vs. VIMSX (13.00). BMSSX has a lower initial minimum investment than VIMSX: BMSSX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 4.69 vs. BMSSX (-8.26). VIMSX return over 5 years is better than : 69.26 vs. BMSSX (34.36).
| BMSSX | VIMSX | BMSSX / VIMSX | |
| Total Expense Ratio | 1.09 | 0.17 | 641% |
| Annual Report Gross Expense Ratio | 1.18 | 0.17 | 694% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -10.021 | -6.578 | 152% |
| 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 | 1.46 | 27% |
| Returns for 1 year | -8.26 | 4.69 | -176% |
| Returns for 3 years | 0.64 | 6.45 | 10% |
| Returns for 5 years | 34.36 | 69.26 | 50% |
| Returns for 10 years | N/A | 94.51 | - |