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BMSVX vs VIMSX
BMSVX vs VIMSX Comparison
Open Charts BMSVX vs VIMSX
MFS Blended Research Mid Cap Eq R4
Price$14.28
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets1.17B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
BMSVX vs VIMSX Comparison Chart
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BMSVX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. BMSVX (1.17B). VIMSX pays higher dividends than BMSVX: VIMSX (1.38) vs BMSVX (0.96). BMSVX was incepted earlier than VIMSX: BMSVX (9 years) vs VIMSX (27 years). BMSVX is a more actively managed with annual turnover of: 67.00 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 : 16.24 vs. BMSVX (5.45). VIMSX return over 5 years is better than : 51.21 vs. BMSVX (19.54).
| BMSVX | VIMSX | BMSVX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 0.847 | 4.440 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 185B | 1% |
| Annual Yield % from dividends | 0.96 | 1.38 | 69% |
| Returns for 1 year | 5.45 | 16.24 | 34% |
| Returns for 3 years | 18.12 | 21.96 | 82% |
| Returns for 5 years | 19.54 | 51.21 | 38% |
| Returns for 10 years | N/A | 118.20 | - |