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BMSFX vs VIMSX
BMSFX vs VIMSX Comparison
Open Charts BMSFX vs VIMSX
MFS Blended Research Mid Cap Eq A
Price$15.18
Change-$0.21 (-1.36%)
VolumeN/A
Net Assets2.25B
Vanguard Mid Cap Index Investor
Price$78.42
Change-$1.34 (-1.68%)
VolumeN/A
Net Assets198.55B
BMSFX vs VIMSX Comparison Chart in %
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BMSFX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSFX (2.25B). VIMSX pays higher dividends than BMSFX: VIMSX (1.38) 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 : 5.67 vs. BMSFX (-5.98). VIMSX return over 5 years is better than : 52.23 vs. BMSFX (26.67).
| BMSFX | VIMSX | BMSFX / VIMSX | |
| Total Expense Ratio | 0.84 | 0.17 | 494% |
| Annual Report Gross Expense Ratio | 0.92 | 0.17 | 541% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 8.304 | 10.764 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 199B | 1% |
| Annual Yield % from dividends | 0.61 | 1.38 | 45% |
| Returns for 1 year | -5.98 | 5.67 | -105% |
| Returns for 3 years | 27.37 | 37.82 | 72% |
| Returns for 5 years | 26.67 | 52.23 | 51% |
| Returns for 10 years | N/A | 148.83 | - |
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