Interact to see
Advertisement
Advertisement
BMSBX vs FSMDX
BMSBX vs FSMDX Comparison
Open Charts BMSBX vs FSMDX
MFS Blended Research Mid Cap Eq B
Price$14.58
Change+$0.13 (+0.90%)
VolumeN/A
Net Assets1.65B
Fidelity Mid Cap Index
Price$35.56
Change+$0.25 (+0.71%)
VolumeN/A
Net Assets42.38B
BMSBX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSBX vs. FSMDX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. BMSBX (1.65B). FSMDX pays higher dividends than BMSBX: FSMDX (1.31) 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 : 13.31 vs. BMSBX (1.84). FSMDX return over 5 years is better than : 75.38 vs. BMSBX (34.95).
| 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 | 3.004 | 4.279 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 42.4B | 4% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 1.84 | 13.31 | 14% |
| Returns for 3 years | 29.14 | 44.94 | 65% |
| Returns for 5 years | 34.95 | 75.38 | 46% |
| Returns for 10 years | N/A | 117.30 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement