Interact to see
Advertisement
Advertisement
BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$15.19
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.9B
Fidelity Mid Cap Index
Price$36.86
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets43.39B
BMSRX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSRX vs. FSMDX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. BMSRX (1.9B). FSMDX pays higher dividends than BMSRX: FSMDX (1.26) vs BMSRX (0.09). BMSRX was incepted earlier than FSMDX: BMSRX (9 years) vs FSMDX (14 years). BMSRX (1.68) 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 : 12.08 vs. BMSRX (1.98). FSMDX return over 5 years is better than : 67.13 vs. BMSRX (30.22).
| BMSRX | FSMDX | BMSRX / FSMDX | |
| Total Expense Ratio | 1.59 | 0.03 | 6,360% |
| Annual Report Gross Expense Ratio | 1.68 | 0.03 | 6,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 8.578 | 9.415 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 43.4B | 4% |
| Annual Yield % from dividends | 0.09 | 1.26 | 8% |
| Returns for 1 year | 1.98 | 12.08 | 16% |
| Returns for 3 years | 30.52 | 43.98 | 69% |
| Returns for 5 years | 30.22 | 67.13 | 45% |
| Returns for 10 years | N/A | 146.98 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement