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BMSFX vs FSMDX
BMSFX vs FSMDX Comparison
Open Charts BMSFX vs FSMDX
MFS Blended Research Mid Cap Eq A
Price$14.82
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets2.18B
Fidelity Mid Cap Index
Price$35.91
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets45.03B
BMSFX vs FSMDX Comparison Chart in %
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BMSFX vs. FSMDX commentary
Nov 20, 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: 45B vs. BMSFX (2.18B). FSMDX pays higher dividends than BMSFX: FSMDX (1.26) vs BMSFX (0.61). 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 : 1.88 vs. BMSFX (-7.81). FSMDX return over 5 years is better than : 48.61 vs. BMSFX (21.32).
| 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 | 4.645 | 6.595 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 45B | 5% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | -7.81 | 1.88 | -415% |
| Returns for 3 years | 24.39 | 38.96 | 63% |
| Returns for 5 years | 21.32 | 48.61 | 44% |
| Returns for 10 years | N/A | 129.06 | - |
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