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BMSBX vs FSMDX
BMSBX vs FSMDX Comparison
Open Charts BMSBX vs FSMDX
MFS Blended Research Mid Cap Eq B
Price$14.58
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets1.73B
Fidelity Mid Cap Index
Price$35.96
Change-$0.25 (-0.69%)
VolumeN/A
Net Assets42.38B
BMSBX vs FSMDX Comparison Chart in %
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BMSBX vs. FSMDX commentary
Aug 02, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. BMSBX (1.73B). FSMDX pays higher dividends than BMSBX: FSMDX (1.29) 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 (15.00). 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 : 11.54 vs. BMSBX (-1.48). FSMDX return over 5 years is better than : 70.86 vs. BMSBX (29.11).
| 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 | 4.721 | 7.485 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 42.4B | 4% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | -1.48 | 11.54 | -13% |
| Returns for 3 years | 22.30 | 38.17 | 58% |
| Returns for 5 years | 29.11 | 70.86 | 41% |
| Returns for 10 years | N/A | 124.35 | - |
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