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BMSTX vs VIMSX
BMSTX vs VIMSX Comparison
Open Charts BMSTX vs VIMSX
MFS Blended Research Mid Cap Eq R3
Price$13.86
Change+$0.18 (+1.32%)
VolumeN/A
Net Assets1.21B
Vanguard Mid Cap Index Investor
Price$71.58
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets181.84B
BMSTX vs VIMSX Comparison Chart
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BMSTX vs. VIMSX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. BMSTX (1.21B). VIMSX pays higher dividends than BMSTX: VIMSX (1.46) vs BMSTX (0.72). 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: 75.00 vs. VIMSX (13.00). 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 : 5.78 vs. BMSTX (-4.44). VIMSX return over 5 years is better than : 110.95 vs. BMSTX (72.25).
| 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 | -2.979 | -1.636 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 182B | 1% |
| Annual Yield % from dividends | 0.72 | 1.46 | 49% |
| Returns for 1 year | -4.44 | 5.78 | -77% |
| Returns for 3 years | 8.11 | 9.20 | 88% |
| Returns for 5 years | 72.25 | 110.95 | 65% |
| Returns for 10 years | N/A | 105.27 | - |
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