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BMSRX vs VIMSX
BMSRX vs VIMSX Comparison
Open Charts BMSRX vs VIMSX
MFS Blended Research Mid Cap Eq R1
Price$14.94
Change-$0.21 (-1.39%)
VolumeN/A
Net Assets2.25B
Vanguard Mid Cap Index Investor
Price$78.42
Change-$1.34 (-1.68%)
VolumeN/A
Net Assets198.55B
BMSRX vs VIMSX Comparison Chart in %
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BMSRX 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 BMSRX is a StrongBuy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSRX (2.25B). VIMSX pays higher dividends than BMSRX: VIMSX (1.38) vs BMSRX (0.10). BMSRX was incepted earlier than VIMSX: BMSRX (9 years) vs VIMSX (28 years). BMSRX (1.67) is less costly to investors than VIMSX (0.17). BMSRX is a more actively managed with annual turnover of: 58.00 vs. VIMSX (16.00). BMSRX has a lower initial minimum investment than VIMSX: BMSRX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 5.67 vs. BMSRX (-7.35). VIMSX return over 5 years is better than : 52.23 vs. BMSRX (21.94).
| BMSRX | VIMSX | BMSRX / VIMSX | |
| Total Expense Ratio | 1.59 | 0.17 | 935% |
| Annual Report Gross Expense Ratio | 1.67 | 0.17 | 982% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 6.791 | 10.764 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 199B | 1% |
| Annual Yield % from dividends | 0.10 | 1.38 | 7% |
| Returns for 1 year | -7.35 | 5.67 | -129% |
| Returns for 3 years | 26.10 | 37.82 | 69% |
| Returns for 5 years | 21.94 | 52.23 | 42% |
| Returns for 10 years | N/A | 148.83 | - |
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