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BMSVX vs VIMAX
BMSVX vs VIMAX Comparison
Open Charts BMSVX vs VIMAX
MFS Blended Research Mid Cap Eq R4
Price$16.14
Change-$0.16 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$337.33
Change-$1.88 (-0.55%)
VolumeN/A
CapitalizationN/A
BMSVX vs VIMAX Comparison Chart
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BMSVX vs. VIMAX commentary
Nov 18, 2024
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 Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. BMSVX (882M). 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). BMSVX annual gain was more profitable for investors over the last year : 35.65 vs. VIMAX (28.29). VIMAX return over 5 years is better than : 59.04 vs. BMSVX (36.07).
| 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 | 23.300 | 17.342 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 882M | 175B | 1% |
| Annual Yield % from dividends | 0.96 | 1.49 | 64% |
| Returns for 1 year | 35.65 | 28.29 | 126% |
| Returns for 3 years | -1.90 | 5.04 | -38% |
| Returns for 5 years | 36.07 | 59.04 | 61% |
| Returns for 10 years | N/A | 128.01 | - |