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BMSTX vs VIMSX
BMSTX vs VIMSX Comparison
Open Charts BMSTX vs VIMSX
MFS Blended Research Mid Cap Eq R3
Price$15.21
Change-$0.13 (-0.85%)
VolumeN/A
Net Assets2.12B
Vanguard Mid Cap Index Investor
Price$78.96
Change-$0.57 (-0.72%)
VolumeN/A
Net Assets199.16B
BMSTX vs VIMSX Comparison Chart in %
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BMSTX vs. VIMSX commentary
Sep 27, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSTX (2.12B). VIMSX pays higher dividends than BMSTX: VIMSX (1.35) vs BMSTX (0.65). BMSTX was incepted earlier than VIMSX: BMSTX (9 years) vs VIMSX (27 years). BMSTX (0.93) 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 : 11.43 vs. BMSTX (0.40). VIMSX return over 5 years is better than : 70.08 vs. BMSTX (42.02).
| BMSTX | VIMSX | BMSTX / VIMSX | |
| Total Expense Ratio | 0.84 | 0.17 | 494% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 8.794 | 10.415 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 199B | 1% |
| Annual Yield % from dividends | 0.65 | 1.35 | 48% |
| Returns for 1 year | 0.40 | 11.43 | 4% |
| Returns for 3 years | 47.52 | 54.86 | 87% |
| Returns for 5 years | 42.02 | 70.08 | 60% |
| Returns for 10 years | N/A | 159.23 | - |
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