Interact to see
Advertisement
Advertisement
BMSTX vs VIMSX
BMSTX vs VIMSX Comparison
Open Charts BMSTX vs VIMSX
MFS Blended Research Mid Cap Eq R3
Price$15.45
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets2.46B
Vanguard Mid Cap Index Investor
Price$81.37
Change+$0.34 (+0.42%)
VolumeN/A
Net Assets198.74B
BMSTX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSTX vs. VIMSX commentary
Feb 05, 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 BMSTX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSTX (2.46B). VIMSX pays higher dividends than BMSTX: VIMSX (1.37) vs BMSTX (0.42). 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 : 8.23 vs. BMSTX (5.15). VIMSX return over 5 years is better than : 38.77 vs. BMSTX (15.58).
| 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 | 3.924 | 2.272 | 173% |
| 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 | 0.42 | 1.37 | 31% |
| Returns for 1 year | 5.15 | 8.23 | 63% |
| Returns for 3 years | 27.64 | 33.97 | 81% |
| Returns for 5 years | 15.58 | 38.77 | 40% |
| Returns for 10 years | N/A | 180.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement