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BMSBX vs FSMDX
BMSBX vs FSMDX Comparison
Open Charts BMSBX vs FSMDX
MFS Blended Research Mid Cap Eq B
Price$13.58
Change+$0.19 (+1.42%)
VolumeN/A
Net Assets1.38B
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
BMSBX vs FSMDX Comparison Chart
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BMSBX vs. FSMDX commentary
May 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 BMSBX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. BMSBX (1.38B). FSMDX pays higher dividends than BMSBX: FSMDX (1.21) vs BMSBX (0.00). BMSBX was incepted earlier than FSMDX: BMSBX (9 years) vs FSMDX (14 years). BMSBX (1.68) is less costly to investors than FSMDX (0.03). BMSBX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than BMSBX: FSMDX (0) vs BMSBX (1000). FSMDX annual gain was more profitable for investors over the last year : 5.24 vs. BMSBX (-5.70). FSMDX return over 5 years is better than : 75.46 vs. BMSBX (33.48).
| BMSBX | FSMDX | BMSBX / FSMDX | |
| Total Expense Ratio | 1.59 | 0.03 | 6,360% |
| Annual Report Gross Expense Ratio | 1.68 | 0.03 | 6,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -4.220 | -2.843 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 37.7B | 4% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -5.70 | 5.24 | -109% |
| Returns for 3 years | 16.63 | 29.17 | 57% |
| Returns for 5 years | 33.48 | 75.46 | 44% |
| Returns for 10 years | N/A | 98.68 | - |