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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$14.07
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.46B
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
BMSFX vs FSMDX Comparison Chart
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BMSFX vs. FSMDX commentary
May 23, 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 BMSFX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. BMSFX (1.46B). FSMDX pays higher dividends than BMSFX: FSMDX (1.21) vs BMSFX (0.69). BMSFX was incepted earlier than FSMDX: BMSFX (9 years) vs FSMDX (14 years). BMSFX (0.93) is less costly to investors than FSMDX (0.03). BMSFX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than BMSFX: FSMDX (0) vs BMSFX (1000). FSMDX annual gain was more profitable for investors over the last year : 6.86 vs. BMSFX (-3.29). FSMDX return over 5 years is better than : 78.84 vs. BMSFX (40.11).
| BMSFX | FSMDX | BMSFX / FSMDX | |
| Total Expense Ratio | 0.84 | 0.03 | 3,360% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -0.844 | 0.118 | -713% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 37.7B | 4% |
| Annual Yield % from dividends | 0.69 | 1.21 | 57% |
| Returns for 1 year | -3.29 | 6.86 | -48% |
| Returns for 3 years | 20.44 | 31.52 | 65% |
| Returns for 5 years | 40.11 | 78.84 | 51% |
| Returns for 10 years | N/A | 102.29 | - |
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