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BMSRX vs VIMSX
BMSRX vs VIMSX Comparison
Open Charts BMSRX vs VIMSX
MFS Blended Research Mid Cap Eq R1
Price$14.81
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets1.76B
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
BMSRX vs VIMSX Comparison Chart in %
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BMSRX vs. VIMSX commentary
Aug 17, 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: 197B vs. BMSRX (1.76B). VIMSX pays higher dividends than BMSRX: VIMSX (1.37) vs BMSRX (0.10). BMSRX was incepted earlier than VIMSX: BMSRX (9 years) vs VIMSX (27 years). BMSRX (1.68) is less costly to investors than VIMSX (0.17). BMSRX is a more actively managed with annual turnover of: 75.00 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 : 14.31 vs. BMSRX (2.17). VIMSX return over 5 years is better than : 62.16 vs. BMSRX (27.29).
| BMSRX | VIMSX | BMSRX / VIMSX | |
| Total Expense Ratio | 1.59 | 0.17 | 935% |
| Annual Report Gross Expense Ratio | 1.68 | 0.17 | 988% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 5.861 | 8.291 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 197B | 1% |
| Annual Yield % from dividends | 0.10 | 1.37 | 7% |
| Returns for 1 year | 2.17 | 14.31 | 15% |
| Returns for 3 years | 18.15 | 26.39 | 69% |
| Returns for 5 years | 27.29 | 62.16 | 44% |
| Returns for 10 years | N/A | 125.09 | - |
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