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BMSVX vs VIMSX
BMSVX vs VIMSX Comparison
Open Charts BMSVX vs VIMSX
MFS Blended Research Mid Cap Eq R4
Price$14.09
Change-$0.51 (-3.49%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$72.18
Change-$2.49 (-3.33%)
VolumeN/A
CapitalizationN/A
BMSVX vs VIMSX Comparison Chart
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BMSVX vs. VIMSX commentary
Dec 19, 2024
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: 190B vs. BMSVX (918M). 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 : 17.86 vs. BMSVX (13.91). VIMSX return over 5 years is better than : 54.73 vs. BMSVX (26.36).
| 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 | 12.429 | 17.795 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 190B | 0% |
| Annual Yield % from dividends | 0.96 | 1.38 | 69% |
| Returns for 1 year | 13.91 | 17.86 | 78% |
| Returns for 3 years | 14.68 | 11.34 | 130% |
| Returns for 5 years | 26.36 | 54.73 | 48% |
| Returns for 10 years | N/A | 125.26 | - |