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BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$15.06
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets2.16B
Fidelity Mid Cap Index
Price$37.23
Change-$0.24 (-0.64%)
VolumeN/A
Net Assets45.37B
BMSDX vs FSMDX Comparison Chart in %
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BMSDX vs. FSMDX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. BMSDX (2.16B). FSMDX pays higher dividends than BMSDX: FSMDX (1.25) 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 : 11.82 vs. BMSDX (-0.72). FSMDX return over 5 years is better than : 64.92 vs. BMSDX (28.28).
| 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 | 8.758 | 11.225 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 45.4B | 5% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -0.72 | 11.82 | -6% |
| Returns for 3 years | 38.48 | 58.42 | 66% |
| Returns for 5 years | 28.28 | 64.92 | 44% |
| Returns for 10 years | N/A | 140.82 | - |
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