Interact to see
Advertisement
Advertisement
BMSVX vs VIMSX
BMSVX vs VIMSX Comparison
Open Charts BMSVX vs VIMSX
MFS Blended Research Mid Cap Eq R4
Price$15.51
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.15B
Vanguard Mid Cap Index Investor
Price$80.62
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets199.16B
BMSVX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSVX vs. VIMSX commentary
Oct 05, 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 Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSVX (2.15B). VIMSX pays higher dividends than BMSVX: VIMSX (1.36) vs BMSVX (0.78). 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: 58.00 vs. VIMSX (16.00). 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 : 13.02 vs. BMSVX (0.67). VIMSX return over 5 years is better than : 67.39 vs. BMSVX (40.99).
| 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 | 9.534 | 11.958 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 199B | 1% |
| Annual Yield % from dividends | 0.78 | 1.36 | 57% |
| Returns for 1 year | 0.67 | 13.02 | 5% |
| Returns for 3 years | 38.29 | 48.05 | 80% |
| Returns for 5 years | 40.99 | 67.39 | 61% |
| Returns for 10 years | N/A | 150.89 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers