BMSFX
Price
$15.13
Change
+$0.09 (+0.60%)
Updated
Jul 25 closing price
Net Assets
1.74B
FSMDX
Price
$36.58
Change
+$0.22 (+0.61%)
Updated
Jul 25 closing price
Net Assets
42.38B
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BMSFX vs FSMDX

Header iconBMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDXBanner chart's image
MFS Blended Research Mid Cap Eq A
Price$15.13
Change+$0.09 (+0.60%)
VolumeN/A
Net Assets1.74B
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
BMSFX vs FSMDX Comparison Chart in %
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BMSFX vs. FSMDX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. BMSFX (1.74B). 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 (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 : 14.51 vs. BMSFX (2.67). FSMDX return over 5 years is better than : 74.34 vs. BMSFX (37.15).
BMSFXFSMDXBMSFX / FSMDX
Total Expense Ratio0.840.033,360%
Annual Report Gross Expense Ratio0.930.033,720%
Fund Existence9 years14 years-
Gain YTD5.8417.93174%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.74B42.4B4%
Annual Yield % from dividends0.631.3148%
Returns for 1 year2.6714.5118%
Returns for 3 years30.7745.5768%
Returns for 5 years37.1574.3450%
Returns for 10 yearsN/A126.81-
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