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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$15.52
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets1.93B
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
BMSFX vs FSMDX Comparison Chart in %
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BMSFX vs. FSMDX commentary
Sep 07, 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 StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. BMSFX (1.93B). FSMDX pays higher dividends than BMSFX: FSMDX (1.26) vs BMSFX (0.60). 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: 58.00 vs. FSMDX (15.00). 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 : 14.47 vs. BMSFX (5.29). FSMDX return over 5 years is better than : 71.01 vs. BMSFX (37.69).
| 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 | 9.571 | 9.771 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 44.8B | 4% |
| Annual Yield % from dividends | 0.60 | 1.26 | 48% |
| Returns for 1 year | 5.29 | 14.47 | 37% |
| Returns for 3 years | 35.61 | 47.43 | 75% |
| Returns for 5 years | 37.69 | 71.01 | 53% |
| Returns for 10 years | N/A | 140.48 | - |
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