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BMSVX vs VIMAX
BMSVX vs VIMAX Comparison
Open Charts BMSVX vs VIMAX
MFS Blended Research Mid Cap Eq R4
Price$14.28
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets1.2B
Vanguard Mid Cap Index Admiral
Price$334.98
Change-$6.47 (-1.89%)
VolumeN/A
Net Assets184.83B
BMSVX vs VIMAX Comparison Chart
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BMSVX vs. VIMAX 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 BMSVX is a Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. BMSVX (1.2B). VIMAX pays higher dividends than BMSVX: VIMAX (1.49) vs BMSVX (0.96). BMSVX was incepted earlier than VIMAX: BMSVX (9 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 : 16.26 vs. BMSVX (7.82). VIMAX return over 5 years is better than : 51.33 vs. BMSVX (22.22).
| BMSVX | VIMAX | BMSVX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.107 | 4.460 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 185B | 1% |
| Annual Yield % from dividends | 0.96 | 1.49 | 64% |
| Returns for 1 year | 7.82 | 16.26 | 48% |
| Returns for 3 years | 20.76 | 22.00 | 94% |
| Returns for 5 years | 22.22 | 51.33 | 43% |
| Returns for 10 years | N/A | 118.41 | - |