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BMSVX vs VIMSX
BMSVX vs VIMSX Comparison
Open Charts BMSVX vs VIMSX
MFS Blended Research Mid Cap Eq R4
Price$13.07
Change-$0.86 (-6.17%)
VolumeN/A
Net Assets1.23B
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
BMSVX vs VIMSX Comparison Chart
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BMSVX vs. VIMSX commentary
Apr 04, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. BMSVX (1.23B). VIMSX pays higher dividends than BMSVX: VIMSX (1.46) vs BMSVX (0.87). BMSVX was incepted earlier than VIMSX: BMSVX (9 years) vs VIMSX (27 years). BMSVX (0.68) is less costly to investors than VIMSX (0.17). BMSVX is a more actively managed with annual turnover of: 75.00 vs. VIMSX (13.00). BMSVX has a lower initial minimum investment than VIMSX: BMSVX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 6.63 vs. BMSVX (-3.63). VIMSX return over 5 years is better than : 113.13 vs. BMSVX (76.97).
| BMSVX | VIMSX | BMSVX / VIMSX | |
| Total Expense Ratio | 0.59 | 0.17 | 347% |
| Annual Report Gross Expense Ratio | 0.68 | 0.17 | 400% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -1.624 | -0.622 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 182B | 1% |
| Annual Yield % from dividends | 0.87 | 1.46 | 59% |
| Returns for 1 year | -3.63 | 6.63 | -55% |
| Returns for 3 years | 10.35 | 9.75 | 106% |
| Returns for 5 years | 76.97 | 113.13 | 68% |
| Returns for 10 years | N/A | 106.04 | - |
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