BMSFX
Price
$15.35
Change
+$0.14 (+0.92%)
Updated
Dec 3 closing price
Net Assets
2.29B
VIMSX
Price
$79.77
Change
+$0.62 (+0.78%)
Updated
Dec 3 closing price
Net Assets
198.55B
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BMSFX vs VIMSX

Header iconBMSFX vs VIMSX Comparison
Open Charts BMSFX vs VIMSXBanner chart's image
MFS Blended Research Mid Cap Eq A
Price$15.35
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets2.29B
Vanguard Mid Cap Index Investor
Price$79.77
Change+$0.62 (+0.78%)
VolumeN/A
Net Assets198.55B
BMSFX vs VIMSX Comparison Chart in %
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BMSFX vs. VIMSX commentary
Dec 04, 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 Buy and VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSFX (2.29B). VIMSX pays higher dividends than BMSFX: VIMSX (1.37) vs BMSFX (0.61). BMSFX was incepted earlier than VIMSX: BMSFX (9 years) vs VIMSX (28 years). BMSFX (0.92) is less costly to investors than VIMSX (0.17). BMSFX is a more actively managed with annual turnover of: 58.00 vs. VIMSX (16.00). BMSFX has a lower initial minimum investment than VIMSX: BMSFX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 2.45 vs. BMSFX (-9.08). VIMSX return over 5 years is better than : 44.85 vs. BMSFX (22.03).
BMSFXVIMSXBMSFX / VIMSX
Total Expense Ratio0.840.17494%
Annual Report Gross Expense Ratio0.920.17541%
Fund Existence9 years28 years-
Gain YTD7.5309.95976%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.29B199B1%
Annual Yield % from dividends0.611.3744%
Returns for 1 year-9.082.45-370%
Returns for 3 years24.7334.5372%
Returns for 5 years22.0344.8549%
Returns for 10 yearsN/A138.83-
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