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BMSBX vs FSMDX
BMSBX vs FSMDX Comparison
Open Charts BMSBX vs FSMDX
MFS Blended Research Mid Cap Eq B
Price$13.43
Change-$0.29 (-2.11%)
VolumeN/A
Net Assets1.17B
Fidelity Mid Cap Index
Price$32.40
Change-$0.77 (-2.32%)
VolumeN/A
Net Assets38.34B
BMSBX vs FSMDX Comparison Chart
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BMSBX vs. FSMDX commentary
Mar 11, 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 Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.3B vs. BMSBX (1.17B). FSMDX pays higher dividends than BMSBX: FSMDX (1.14) 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 : 5.72 vs. BMSBX (-1.79). FSMDX return over 5 years is better than : 67.19 vs. BMSBX (27.51).
| 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 | -1.860 | -1.777 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 38.3B | 3% |
| Annual Yield % from dividends | 0.00 | 1.14 | - |
| Returns for 1 year | -1.79 | 5.72 | -31% |
| Returns for 3 years | 15.39 | 23.99 | 64% |
| Returns for 5 years | 27.51 | 67.19 | 41% |
| Returns for 10 years | N/A | 106.43 | - |
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