BMSFX
Price
$15.18
Change
-$0.21 (-1.36%)
Updated
Nov 13 closing price
Net Assets
2.25B
VIMAX
Price
$355.73
Change
-$6.05 (-1.67%)
Updated
Nov 13 closing price
Net Assets
198.55B
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BMSFX vs VIMAX

Header iconBMSFX vs VIMAX Comparison
Open Charts BMSFX vs VIMAXBanner chart's image
MFS Blended Research Mid Cap Eq A
Price$15.18
Change-$0.21 (-1.36%)
VolumeN/A
Net Assets2.25B
Vanguard Mid Cap Index Admiral
Price$355.73
Change-$6.05 (-1.67%)
VolumeN/A
Net Assets198.55B
BMSFX vs VIMAX Comparison Chart in %
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BMSFX vs. VIMAX commentary
Nov 14, 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 BMSFX is a StrongBuy and VIMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. BMSFX (2.25B). VIMAX pays higher dividends than BMSFX: VIMAX (1.49) vs BMSFX (0.61). BMSFX was incepted earlier than VIMAX: BMSFX (9 years) vs VIMAX (24 years). BMSFX (0.92) is less costly to investors than VIMAX (0.05). BMSFX is a more actively managed with annual turnover of: 58.00 vs. VIMAX (16.00). BMSFX has a lower initial minimum investment than VIMAX: BMSFX (1000) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 5.68 vs. BMSFX (-7.26). VIMAX return over 5 years is better than : 52.34 vs. BMSFX (24.94).
BMSFXVIMAXBMSFX / VIMAX
Total Expense Ratio0.840.051,680%
Annual Report Gross Expense Ratio0.920.051,840%
Fund Existence9 years24 years-
Gain YTD6.82610.78263%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.25B199B1%
Annual Yield % from dividends0.611.4941%
Returns for 1 year-7.265.68-128%
Returns for 3 years26.9837.8871%
Returns for 5 years24.9452.3448%
Returns for 10 yearsN/A149.17-
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