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BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$14.94
Change-$0.22 (-1.45%)
VolumeN/A
Net Assets2.13B
Fidelity Mid Cap Index
Price$36.62
Change-$0.44 (-1.19%)
VolumeN/A
Net Assets45.37B
BMSRX vs FSMDX Comparison Chart in %
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BMSRX vs. FSMDX commentary
Oct 18, 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 BMSRX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. BMSRX (2.13B). FSMDX pays higher dividends than BMSRX: FSMDX (1.25) vs BMSRX (0.09). BMSRX was incepted earlier than FSMDX: BMSRX (9 years) vs FSMDX (14 years). BMSRX (1.67) is less costly to investors than FSMDX (0.03). BMSRX is a more actively managed with annual turnover of: 58.00 vs. FSMDX (15.00). BMSRX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 6.13 vs. BMSRX (-4.08). FSMDX return over 5 years is better than : 60.38 vs. BMSRX (27.79).
| BMSRX | FSMDX | BMSRX / FSMDX | |
| Total Expense Ratio | 1.59 | 0.03 | 6,360% |
| Annual Report Gross Expense Ratio | 1.67 | 0.03 | 6,680% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 8.363 | 8.702 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 45.4B | 5% |
| Annual Yield % from dividends | 0.09 | 1.25 | 8% |
| Returns for 1 year | -4.08 | 6.13 | -67% |
| Returns for 3 years | 37.94 | 54.63 | 69% |
| Returns for 5 years | 27.79 | 60.38 | 46% |
| Returns for 10 years | N/A | 135.36 | - |
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