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BMSTX vs VIMSX
BMSTX vs VIMSX Comparison
Open Charts BMSTX vs VIMSX
MFS Blended Research Mid Cap Eq R3
Price$14.21
Change-$0.32 (-2.20%)
VolumeN/A
Net Assets1.17B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSTX vs VIMSX Comparison Chart
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BMSTX vs. VIMSX commentary
Feb 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. BMSTX (1.17B). VIMSX pays higher dividends than BMSTX: VIMSX (1.38) vs BMSTX (0.74). BMSTX was incepted earlier than VIMSX: BMSTX (9 years) vs VIMSX (27 years). BMSTX is a more actively managed with annual turnover of: 67.00 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 : 14.03 vs. BMSTX (5.10). VIMSX return over 5 years is better than : 48.34 vs. BMSTX (17.99).
| BMSTX | VIMSX | BMSTX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 0.780 | 2.456 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 185B | 1% |
| Annual Yield % from dividends | 0.74 | 1.38 | 54% |
| Returns for 1 year | 5.10 | 14.03 | 36% |
| Returns for 3 years | 17.18 | 19.64 | 87% |
| Returns for 5 years | 17.99 | 48.34 | 37% |
| Returns for 10 years | N/A | 114.05 | - |
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