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BMSLX vs FSMDX
BMSLX vs FSMDX Comparison
Open Charts BMSLX vs FSMDX
MFS Blended Research Mid Cap Eq I
Price$14.81
Change+$0.14 (+0.95%)
VolumeN/A
Net Assets1.68B
Fidelity Mid Cap Index
Price$35.95
Change+$0.36 (+1.01%)
VolumeN/A
Net Assets42.38B
BMSLX vs FSMDX Comparison Chart in %
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BMSLX vs. FSMDX commentary
Jul 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 BMSLX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. BMSLX (1.68B). FSMDX pays higher dividends than BMSLX: FSMDX (1.31) vs BMSLX (0.84). BMSLX was incepted earlier than FSMDX: BMSLX (9 years) vs FSMDX (14 years). BMSLX (0.68) is less costly to investors than FSMDX (0.03). BMSLX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (15.00). BMSLX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 10.10 vs. BMSLX (0.14). FSMDX return over 5 years is better than : 71.04 vs. BMSLX (36.08).
| BMSLX | FSMDX | BMSLX / FSMDX | |
| Total Expense Ratio | 0.59 | 0.03 | 2,360% |
| Annual Report Gross Expense Ratio | 0.68 | 0.03 | 2,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.895 | 5.645 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 42.4B | 4% |
| Annual Yield % from dividends | 0.84 | 1.31 | 64% |
| Returns for 1 year | 0.14 | 10.10 | 1% |
| Returns for 3 years | 33.53 | 47.07 | 71% |
| Returns for 5 years | 36.08 | 71.04 | 51% |
| Returns for 10 years | N/A | 119.03 | - |
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