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BMSSX vs VIMSX
BMSSX vs VIMSX Comparison
Open Charts BMSSX vs VIMSX
MFS Blended Research Mid Cap Eq R2
Price$13.67
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets1.39B
Vanguard Mid Cap Index Investor
Price$71.70
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets175.12B
BMSSX vs VIMSX Comparison Chart
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BMSSX vs. VIMSX commentary
May 11, 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 Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. BMSSX (1.39B). VIMSX pays higher dividends than BMSSX: VIMSX (1.48) vs BMSSX (0.40). 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 (16.00). 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 : 7.29 vs. BMSSX (-5.12). VIMSX return over 5 years is better than : 73.28 vs. BMSSX (38.91).
| 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 | -2.843 | -0.456 | 624% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 175B | 1% |
| Annual Yield % from dividends | 0.40 | 1.48 | 27% |
| Returns for 1 year | -5.12 | 7.29 | -70% |
| Returns for 3 years | 19.72 | 27.41 | 72% |
| Returns for 5 years | 38.91 | 73.28 | 53% |
| Returns for 10 years | N/A | 107.26 | - |
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