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BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$15.09
Change-$0.12 (-0.79%)
VolumeN/A
Net Assets2.12B
Fidelity Mid Cap Index
Price$36.65
Change-$0.30 (-0.81%)
VolumeN/A
Net Assets44.83B
BMSRX vs FSMDX Comparison Chart in %
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BMSRX vs. FSMDX commentary
Sep 26, 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 Buy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. BMSRX (2.12B). 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 : 10.46 vs. BMSRX (0.29). FSMDX return over 5 years is better than : 75.05 vs. BMSRX (37.43).
| 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 | 8.721 | 9.682 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 44.8B | 5% |
| Annual Yield % from dividends | 0.09 | 1.26 | 8% |
| Returns for 1 year | 0.29 | 10.46 | 3% |
| Returns for 3 years | 45.10 | 59.72 | 76% |
| Returns for 5 years | 37.43 | 75.05 | 50% |
| Returns for 10 years | N/A | 154.07 | - |
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