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BMSVX vs VIMSX
BMSVX vs VIMSX Comparison
Open Charts BMSVX vs VIMSX
MFS Blended Research Mid Cap Eq R4
Price$15.22
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index Investor
Price$78.99
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
BMSVX vs VIMSX Comparison Chart in %
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BMSVX 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 BMSVX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. BMSVX (2.14B). VIMSX pays higher dividends than BMSVX: VIMSX (1.36) vs BMSVX (0.78). BMSVX was incepted earlier than VIMSX: BMSVX (9 years) vs VIMSX (27 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 : 7.57 vs. BMSVX (-4.71). VIMSX return over 5 years is better than : 57.21 vs. BMSVX (32.38).
| 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 | 27 years | - |
| Gain YTD | 7.486 | 9.695 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 201B | 1% |
| Annual Yield % from dividends | 0.78 | 1.36 | 57% |
| Returns for 1 year | -4.71 | 7.57 | -62% |
| Returns for 3 years | 37.73 | 49.65 | 76% |
| Returns for 5 years | 32.38 | 57.21 | 57% |
| Returns for 10 years | N/A | 140.60 | - |
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