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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$15.05
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets1.7B
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
BMSFX vs FSMDX Comparison Chart in %
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BMSFX vs. FSMDX commentary
Jul 06, 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: 42.4B vs. BMSFX (1.7B). FSMDX pays higher dividends than BMSFX: FSMDX (1.31) vs BMSFX (0.63). 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 : 16.46 vs. BMSFX (5.60). FSMDX return over 5 years is better than : 78.71 vs. BMSFX (42.06).
| 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 | 5.911 | 6.803 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 42.4B | 4% |
| Annual Yield % from dividends | 0.63 | 1.31 | 48% |
| Returns for 1 year | 5.60 | 16.46 | 34% |
| Returns for 3 years | 34.54 | 48.44 | 71% |
| Returns for 5 years | 42.06 | 78.71 | 53% |
| Returns for 10 years | N/A | 123.56 | - |
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