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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$14.25
Change-$0.24 (-1.66%)
VolumeN/A
Net Assets1.55B
BMSFX vs FSMDX Comparison Chart
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BMSFX vs. FSMDX commentary
Jun 15, 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: 40.4B vs. BMSFX (1.55B). FSMDX pays higher dividends than BMSFX: FSMDX (1.14) vs BMSFX (0.65). 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 : 10.03 vs. BMSFX (-0.36). FSMDX return over 5 years is better than : 73.33 vs. BMSFX (37.17).
| 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 | 0.281 | 1.421 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 40.4B | 4% |
| Annual Yield % from dividends | 0.65 | 1.14 | 57% |
| Returns for 1 year | -0.36 | 10.03 | -4% |
| Returns for 3 years | 28.30 | 42.08 | 67% |
| Returns for 5 years | 37.17 | 73.33 | 51% |
| Returns for 10 years | N/A | 108.65 | - |
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