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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$15.24
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets2.14B
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
BMSFX vs FSMDX Comparison Chart in %
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BMSFX vs. FSMDX commentary
Oct 19, 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 Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. BMSFX (2.14B). FSMDX pays higher dividends than BMSFX: FSMDX (1.25) vs BMSFX (0.60). BMSFX was incepted earlier than FSMDX: BMSFX (9 years) vs FSMDX (14 years). BMSFX (0.92) 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 : 6.48 vs. BMSFX (-4.99). FSMDX return over 5 years is better than : 60.77 vs. BMSFX (29.61).
| BMSFX | FSMDX | BMSFX / FSMDX | |
| Total Expense Ratio | 0.84 | 0.03 | 3,360% |
| Annual Report Gross Expense Ratio | 0.92 | 0.03 | 3,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 7.248 | 8.969 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 45.4B | 5% |
| Annual Yield % from dividends | 0.60 | 1.25 | 48% |
| Returns for 1 year | -4.99 | 6.48 | -77% |
| Returns for 3 years | 35.53 | 52.66 | 67% |
| Returns for 5 years | 29.61 | 60.77 | 49% |
| Returns for 10 years | N/A | 135.66 | - |
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