Interact to see
Advertisement
Advertisement
BMSTX vs VIMSX
BMSTX vs VIMSX Comparison
Open Charts BMSTX vs VIMSX
MFS Blended Research Mid Cap Eq R3
Price$14.70
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets2.18B
Vanguard Mid Cap Index Investor
Price$77.06
Change-$0.14 (-0.18%)
VolumeN/A
Net Assets198.55B
BMSTX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSTX vs. VIMSX commentary
Nov 21, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSTX (2.18B). VIMSX pays higher dividends than BMSTX: VIMSX (1.38) vs BMSTX (0.66). BMSTX was incepted earlier than VIMSX: BMSTX (9 years) vs VIMSX (28 years). BMSTX (0.92) is less costly to investors than VIMSX (0.17). BMSTX is a more actively managed with annual turnover of: 58.00 vs. VIMSX (16.00). BMSTX has a lower initial minimum investment than VIMSX: BMSTX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 3.13 vs. BMSTX (-7.89). VIMSX return over 5 years is better than : 46.05 vs. BMSTX (22.09).
| BMSTX | VIMSX | BMSTX / VIMSX | |
| Total Expense Ratio | 0.84 | 0.17 | 494% |
| Annual Report Gross Expense Ratio | 0.92 | 0.17 | 541% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.610 | 7.209 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 199B | 1% |
| Annual Yield % from dividends | 0.66 | 1.38 | 48% |
| Returns for 1 year | -7.89 | 3.13 | -252% |
| Returns for 3 years | 25.37 | 35.49 | 71% |
| Returns for 5 years | 22.09 | 46.05 | 48% |
| Returns for 10 years | N/A | 133.82 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement