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BMSTX vs VIMSX
BMSTX vs VIMSX Comparison
Open Charts BMSTX vs VIMSX
MFS Blended Research Mid Cap Eq R3
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.34B
Vanguard Mid Cap Index Investor
Price$80.40
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets199.59B
BMSTX vs VIMSX Comparison Chart in %
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BMSTX vs. VIMSX commentary
Dec 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 BMSTX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. BMSTX (2.34B). VIMSX pays higher dividends than BMSTX: VIMSX (1.37) vs BMSTX (0.65). BMSTX was incepted earlier than VIMSX: BMSTX (9 years) vs VIMSX (28 years). BMSTX (0.92) is less costly to investors than VIMSX (0.17). BMSTX is a more actively managed with annual turnover of: 58.00 vs. VIMSX (16.00). BMSTX has a lower initial minimum investment than VIMSX: BMSTX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 9.53 vs. BMSTX (4.89). VIMSX return over 5 years is better than : 43.48 vs. BMSTX (16.35).
| BMSTX | VIMSX | BMSTX / 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 | 6.454 | 11.653 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 200B | 1% |
| Annual Yield % from dividends | 0.65 | 1.37 | 47% |
| Returns for 1 year | 4.89 | 9.53 | 51% |
| Returns for 3 years | 36.43 | 45.34 | 80% |
| Returns for 5 years | 16.35 | 43.48 | 38% |
| Returns for 10 years | N/A | 146.05 | - |
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