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BMSDX vs FSMDX
BMSDX vs FSMDX Comparison
Open Charts BMSDX vs FSMDX
MFS Blended Research Mid Cap Eq C
Price$14.40
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets1.68B
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
BMSDX vs FSMDX Comparison Chart in %
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BMSDX vs. FSMDX commentary
Jul 18, 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 Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. BMSDX (1.68B). FSMDX pays higher dividends than BMSDX: FSMDX (1.31) 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: 75.00 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 : 8.58 vs. BMSDX (-2.58). FSMDX return over 5 years is better than : 70.17 vs. BMSDX (29.60).
| 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 | 3.015 | 5.111 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 42.4B | 4% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -2.58 | 8.58 | -30% |
| Returns for 3 years | 29.75 | 45.92 | 65% |
| Returns for 5 years | 29.60 | 70.17 | 42% |
| Returns for 10 years | N/A | 117.56 | - |
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