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BMSFX vs VIMSX
BMSFX vs VIMSX Comparison
Open Charts BMSFX vs VIMSX
MFS Blended Research Mid Cap Eq A
Price$15.51
Change+$0.17 (+1.11%)
VolumeN/A
Net Assets2.13B
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
BMSFX vs VIMSX Comparison Chart in %
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BMSFX vs. VIMSX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSFX (2.13B). VIMSX pays higher dividends than BMSFX: VIMSX (1.35) vs BMSFX (0.60). BMSFX was incepted earlier than VIMSX: BMSFX (9 years) vs VIMSX (27 years). BMSFX (0.93) 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 : 11.57 vs. BMSFX (-0.15). VIMSX return over 5 years is better than : 70.75 vs. BMSFX (41.56).
| BMSFX | VIMSX | BMSFX / VIMSX | |
| Total Expense Ratio | 0.84 | 0.17 | 494% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 9.148 | 10.845 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 199B | 1% |
| Annual Yield % from dividends | 0.60 | 1.35 | 45% |
| Returns for 1 year | -0.15 | 11.57 | -1% |
| Returns for 3 years | 46.53 | 55.74 | 83% |
| Returns for 5 years | 41.56 | 70.75 | 59% |
| Returns for 10 years | N/A | 160.66 | - |
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