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BMSRX vs VIMSX
BMSRX vs VIMSX Comparison
Open Charts BMSRX vs VIMSX
MFS Blended Research Mid Cap Eq R1
Price$15.24
Change+$0.13 (+0.86%)
VolumeN/A
Net Assets2.46B
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
BMSRX vs VIMSX Comparison Chart in %
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BMSRX vs. VIMSX commentary
Feb 04, 2026
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 (2.46B). VIMSX pays higher dividends than BMSRX: VIMSX (1.37) vs BMSRX (0.43). 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 : 8.23 vs. BMSRX (5.13). VIMSX return over 5 years is better than : 38.77 vs. BMSRX (12.13).
| 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 | 3.956 | 2.272 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 199B | 1% |
| Annual Yield % from dividends | 0.43 | 1.37 | 32% |
| Returns for 1 year | 5.13 | 8.23 | 62% |
| Returns for 3 years | 26.04 | 33.97 | 77% |
| Returns for 5 years | 12.13 | 38.77 | 31% |
| Returns for 10 years | N/A | 180.15 | - |
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