Interact to see
Advertisement
Advertisement
BMSTX vs VIMAX
BMSTX vs VIMAX Comparison
Open Charts BMSTX vs VIMAX
MFS Blended Research Mid Cap Eq R3
Price$13.98
Change-$0.39 (-2.71%)
VolumeN/A
Net Assets1.5B
Vanguard Mid Cap Index Admiral
Price$331.52
Change-$7.01 (-2.07%)
VolumeN/A
Net Assets175.12B
BMSTX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BMSTX vs. VIMAX commentary
May 23, 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 BMSTX is a Buy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. BMSTX (1.5B). VIMAX pays higher dividends than BMSTX: VIMAX (1.60) vs BMSTX (0.74). BMSTX was incepted earlier than VIMAX: BMSTX (9 years) vs VIMAX (24 years). BMSTX (0.93) is less costly to investors than VIMAX (0.05). BMSTX is a more actively managed with annual turnover of: 75.00 vs. VIMAX (16.00). BMSTX has a lower initial minimum investment than VIMAX: BMSTX (0) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 10.20 vs. BMSTX (-1.26). VIMAX return over 5 years is better than : 78.48 vs. BMSTX (45.07).
| BMSTX | VIMAX | BMSTX / VIMAX | |
| Total Expense Ratio | 0.84 | 0.05 | 1,680% |
| Annual Report Gross Expense Ratio | 0.93 | 0.05 | 1,860% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.915 | 3.632 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 175B | 1% |
| Annual Yield % from dividends | 0.74 | 1.60 | 46% |
| Returns for 1 year | -1.26 | 10.20 | -12% |
| Returns for 3 years | 26.55 | 32.51 | 82% |
| Returns for 5 years | 45.07 | 78.48 | 57% |
| Returns for 10 years | N/A | 112.93 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement