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BMSLX vs FSMDX
BMSLX vs FSMDX Comparison
Open Charts BMSLX vs FSMDX
MFS Blended Research Mid Cap Eq I
Price$13.15
Change+$0.24 (+1.86%)
VolumeN/A
Net Assets1.26B
Fidelity Mid Cap Index
Price$31.98
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets37.64B
BMSLX vs FSMDX Comparison Chart
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BMSLX vs. FSMDX commentary
Apr 25, 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 Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. BMSLX (1.26B). FSMDX pays higher dividends than BMSLX: FSMDX (1.20) vs BMSLX (0.89). 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 (8.00). BMSLX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 2.08 vs. BMSLX (-8.27). FSMDX return over 5 years is better than : 77.28 vs. BMSLX (39.74).
| 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 | -8.569 | -7.137 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 37.6B | 3% |
| Annual Yield % from dividends | 0.89 | 1.20 | 75% |
| Returns for 1 year | -8.27 | 2.08 | -398% |
| Returns for 3 years | 4.53 | 12.77 | 36% |
| Returns for 5 years | 39.74 | 77.28 | 51% |
| Returns for 10 years | N/A | 89.07 | - |