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BMSRX vs FSMDX
BMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDX
MFS Blended Research Mid Cap Eq R1
Price$14.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.7B
Fidelity Mid Cap Index
Price$36.06
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets42.38B
BMSRX vs FSMDX Comparison Chart in %
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BMSRX 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 BMSRX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. BMSRX (1.7B). FSMDX pays higher dividends than BMSRX: FSMDX (1.31) vs BMSRX (0.10). 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: 75.00 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 : 11.21 vs. BMSRX (0.58). FSMDX return over 5 years is better than : 72.77 vs. BMSRX (32.40).
| 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 | 4.646 | 6.713 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 42.4B | 4% |
| Annual Yield % from dividends | 0.10 | 1.31 | 8% |
| Returns for 1 year | 0.58 | 11.21 | 5% |
| Returns for 3 years | 32.85 | 48.55 | 68% |
| Returns for 5 years | 32.40 | 72.77 | 45% |
| Returns for 10 years | N/A | 121.25 | - |
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