Interact to see
Advertisement
Advertisement
BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$15.07
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets1.9B
Fidelity Mid Cap Index
Price$36.97
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets43.39B
BMSDX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSDX vs. FSMDX commentary
Aug 29, 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 BMSDX is a Buy and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. BMSDX (1.9B). FSMDX pays higher dividends than BMSDX: FSMDX (1.29) vs BMSDX (0.00). BMSDX was incepted earlier than FSMDX: BMSDX (9 years) vs FSMDX (14 years). BMSDX (1.68) is less costly to investors than FSMDX (0.03). BMSDX is a more actively managed with annual turnover of: 58.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than BMSDX: FSMDX (0) vs BMSDX (1000). FSMDX annual gain was more profitable for investors over the last year : 12.64 vs. BMSDX (2.37). FSMDX return over 5 years is better than : 67.31 vs. BMSDX (29.25).
| BMSDX | FSMDX | BMSDX / 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 | 8.471 | 9.533 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 43.4B | 4% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | 2.37 | 12.64 | 19% |
| Returns for 3 years | 27.95 | 42.48 | 66% |
| Returns for 5 years | 29.25 | 67.31 | 43% |
| Returns for 10 years | N/A | 140.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement