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BMSVX vs VIMSX
BMSVX vs VIMSX Comparison
Open Charts BMSVX vs VIMSX
MFS Blended Research Mid Cap Eq R4
Price$15.55
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.94B
Vanguard Mid Cap Index Investor
Price$79.16
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
BMSVX vs VIMSX Comparison Chart in %
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BMSVX vs. VIMSX commentary
Sep 09, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. BMSVX (1.94B). VIMSX pays higher dividends than BMSVX: VIMSX (1.35) vs BMSVX (0.78). BMSVX was incepted earlier than VIMSX: BMSVX (9 years) vs VIMSX (27 years). BMSVX (0.68) 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 : 15.02 vs. BMSVX (7.43). VIMSX return over 5 years is better than : 64.92 vs. BMSVX (41.35).
| BMSVX | VIMSX | BMSVX / VIMSX | |
| Total Expense Ratio | 0.59 | 0.17 | 347% |
| Annual Report Gross Expense Ratio | 0.68 | 0.17 | 400% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 9.816 | 9.679 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 199B | 1% |
| Annual Yield % from dividends | 0.78 | 1.35 | 58% |
| Returns for 1 year | 7.43 | 15.02 | 49% |
| Returns for 3 years | 31.58 | 41.01 | 77% |
| Returns for 5 years | 41.35 | 64.92 | 64% |
| Returns for 10 years | N/A | 140.93 | - |
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