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BMSVX vs VIMAX
BMSVX vs VIMAX Comparison
Open Charts BMSVX vs VIMAX
MFS Blended Research Mid Cap Eq R4
Price$14.67
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.02B
Vanguard Mid Cap Index Admiral
Price$339.07
Change+$1.71 (+0.51%)
VolumeN/A
Net Assets176.87B
BMSVX vs VIMAX Comparison Chart
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BMSVX vs. VIMAX commentary
Jan 19, 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 BMSVX is a Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 177B vs. BMSVX (1.02B). VIMAX pays higher dividends than BMSVX: VIMAX (1.49) vs BMSVX (0.96). BMSVX was incepted earlier than VIMAX: BMSVX (8 years) vs VIMAX (23 years). BMSVX is a more actively managed with annual turnover of: 67.00 vs. VIMAX (13.00). BMSVX has a lower initial minimum investment than VIMAX: BMSVX (0) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 20.83 vs. BMSVX (14.19). VIMAX return over 5 years is better than : 50.72 vs. BMSVX (22.81).
| BMSVX | VIMAX | BMSVX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.602 | 3.732 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 177B | 1% |
| Annual Yield % from dividends | 0.96 | 1.49 | 64% |
| Returns for 1 year | 14.19 | 20.83 | 68% |
| Returns for 3 years | 16.12 | 15.31 | 105% |
| Returns for 5 years | 22.81 | 50.72 | 45% |
| Returns for 10 years | N/A | 130.43 | - |
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