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BMSVX vs VIMSX
BMSVX vs VIMSX Comparison
Open Charts BMSVX vs VIMSX
MFS Blended Research Mid Cap Eq R4
Price$15.03
Change-$0.16 (-1.05%)
VolumeN/A
Net Assets2.28B
Vanguard Mid Cap Index Investor
Price$80.35
Change-$0.83 (-1.02%)
VolumeN/A
Net Assets199.59B
BMSVX vs VIMSX Comparison Chart in %
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BMSVX vs. VIMSX commentary
Dec 14, 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 BMSVX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. BMSVX (2.28B). VIMSX pays higher dividends than BMSVX: VIMSX (1.37) vs BMSVX (0.78). BMSVX was incepted earlier than VIMSX: BMSVX (9 years) vs VIMSX (28 years). BMSVX (0.67) is less costly to investors than VIMSX (0.17). BMSVX is a more actively managed with annual turnover of: 58.00 vs. VIMSX (16.00). BMSVX has a lower initial minimum investment than VIMSX: BMSVX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 6.88 vs. BMSVX (-7.26). VIMSX return over 5 years is better than : 47.55 vs. BMSVX (22.28).
| BMSVX | VIMSX | BMSVX / VIMSX | |
| Total Expense Ratio | 0.59 | 0.17 | 347% |
| Annual Report Gross Expense Ratio | 0.67 | 0.17 | 394% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 7.274 | 12.736 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 200B | 1% |
| Annual Yield % from dividends | 0.78 | 1.37 | 57% |
| Returns for 1 year | -7.26 | 6.88 | -106% |
| Returns for 3 years | 29.07 | 40.80 | 71% |
| Returns for 5 years | 22.28 | 47.55 | 47% |
| Returns for 10 years | N/A | 155.92 | - |
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