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BMSTX vs VIMSX
BMSTX vs VIMSX Comparison
Open Charts BMSTX vs VIMSX
MFS Blended Research Mid Cap Eq R3
Price$15.12
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets2.13B
Vanguard Mid Cap Index Investor
Price$78.99
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
BMSTX vs VIMSX Comparison Chart in %
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BMSTX vs. VIMSX commentary
Oct 19, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. BMSTX (2.13B). VIMSX pays higher dividends than BMSTX: VIMSX (1.36) vs BMSTX (0.64). BMSTX was incepted earlier than VIMSX: BMSTX (9 years) vs VIMSX (27 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 : 7.57 vs. BMSTX (-5.05). VIMSX return over 5 years is better than : 57.21 vs. BMSTX (30.56).
| 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 | 27 years | - |
| Gain YTD | 7.234 | 9.695 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 201B | 1% |
| Annual Yield % from dividends | 0.64 | 1.36 | 47% |
| Returns for 1 year | -5.05 | 7.57 | -67% |
| Returns for 3 years | 36.56 | 49.65 | 74% |
| Returns for 5 years | 30.56 | 57.21 | 53% |
| Returns for 10 years | N/A | 140.60 | - |