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BMSVX vs VIMAX
BMSVX vs VIMAX Comparison
Open Charts BMSVX vs VIMAX
MFS Blended Research Mid Cap Eq R4
Price$13.98
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets1.46B
Vanguard Mid Cap Index Admiral
Price$330.05
Change-$0.99 (-0.30%)
VolumeN/A
Net Assets175.12B
BMSVX vs VIMAX Comparison Chart
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BMSVX vs. VIMAX commentary
May 26, 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 Buy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. BMSVX (1.47B). VIMAX pays higher dividends than BMSVX: VIMAX (1.60) vs BMSVX (0.89). BMSVX was incepted earlier than VIMAX: BMSVX (9 years) vs VIMAX (24 years). BMSVX (0.68) is less costly to investors than VIMAX (0.05). BMSVX is a more actively managed with annual turnover of: 75.00 vs. VIMAX (16.00). 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 : 9.28 vs. BMSVX (-2.81). VIMAX return over 5 years is better than : 74.01 vs. BMSVX (42.25).
| BMSVX | VIMAX | BMSVX / VIMAX | |
| Total Expense Ratio | 0.59 | 0.05 | 1,180% |
| Annual Report Gross Expense Ratio | 0.68 | 0.05 | 1,360% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -1.271 | 1.036 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 175B | 1% |
| Annual Yield % from dividends | 0.89 | 1.60 | 55% |
| Returns for 1 year | -2.81 | 9.28 | -30% |
| Returns for 3 years | 22.73 | 29.43 | 77% |
| Returns for 5 years | 42.25 | 74.01 | 57% |
| Returns for 10 years | N/A | 109.81 | - |