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BMSVX vs VIMAX
BMSVX vs VIMAX Comparison
Open Charts BMSVX vs VIMAX
MFS Blended Research Mid Cap Eq R4
Price$15.67
Change+$0.14 (+0.90%)
VolumeN/A
Net Assets2.45B
Vanguard Mid Cap Index Admiral
Price$373.07
Change+$1.47 (+0.40%)
VolumeN/A
Net Assets198.74B
BMSVX vs VIMAX Comparison Chart in %
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BMSVX vs. VIMAX commentary
Jan 16, 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 BMSVX is a Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. BMSVX (2.45B). VIMAX pays higher dividends than BMSVX: VIMAX (1.51) vs BMSVX (0.69). BMSVX was incepted earlier than VIMAX: BMSVX (9 years) vs VIMAX (24 years). BMSVX (0.67) is less costly to investors than VIMAX (0.05). BMSVX is a more actively managed with annual turnover of: 58.00 vs. VIMAX (16.00). BMSVX has a lower initial minimum investment than VIMAX: BMSVX (0) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 11.89 vs. BMSVX (8.58). VIMAX return over 5 years is better than : 43.17 vs. BMSVX (19.44).
| BMSVX | VIMAX | BMSVX / VIMAX | |
| Total Expense Ratio | 0.59 | 0.05 | 1,180% |
| Annual Report Gross Expense Ratio | 0.67 | 0.05 | 1,340% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 5.522 | 3.815 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.45B | 199B | 1% |
| Annual Yield % from dividends | 0.69 | 1.51 | 45% |
| Returns for 1 year | 8.58 | 11.89 | 72% |
| Returns for 3 years | 35.80 | 41.24 | 87% |
| Returns for 5 years | 19.44 | 43.17 | 45% |
| Returns for 10 years | N/A | 183.47 | - |
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