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BMSVX vs VIMSX
BMSVX vs VIMSX Comparison
Open Charts BMSVX vs VIMSX
MFS Blended Research Mid Cap Eq R4
Price$14.67
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.02B
Vanguard Mid Cap Index Investor
Price$74.75
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
BMSVX vs VIMSX Comparison Chart
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BMSVX vs. VIMSX commentary
Jan 19, 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: 177B vs. BMSVX (1.02B). VIMSX pays higher dividends than BMSVX: VIMSX (1.38) vs BMSVX (0.96). BMSVX was incepted earlier than VIMSX: BMSVX (8 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 : 20.80 vs. BMSVX (14.19). VIMSX return over 5 years is better than : 50.59 vs. BMSVX (22.81).
| BMSVX | VIMSX | BMSVX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 3.602 | 3.719 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 177B | 1% |
| Annual Yield % from dividends | 0.96 | 1.38 | 69% |
| Returns for 1 year | 14.19 | 20.80 | 68% |
| Returns for 3 years | 16.12 | 15.25 | 106% |
| Returns for 5 years | 22.81 | 50.59 | 45% |
| Returns for 10 years | N/A | 130.18 | - |
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