BMSRX
Price
$14.41
Change
+$0.18 (+1.26%)
Updated
Jun 26 closing price
Net Assets
1.59B
FSMDX
Price
$35.16
Change
+$0.31 (+0.89%)
Updated
Jun 26 closing price
Net Assets
40.4B
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BMSRX vs FSMDX

Header iconBMSRX vs FSMDX Comparison
Open Charts BMSRX vs FSMDXBanner chart's image
MFS Blended Research Mid Cap Eq R1
Price$14.41
Change+$0.18 (+1.26%)
VolumeN/A
Net Assets1.59B
Fidelity Mid Cap Index
Price$35.16
Change+$0.31 (+0.89%)
VolumeN/A
Net Assets40.4B
BMSRX vs FSMDX Comparison Chart in %
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BMSRX vs. FSMDX commentary
Jun 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. BMSRX (1.59B). FSMDX pays higher dividends than BMSRX: FSMDX (1.14) 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 (8.00). BMSRX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 12.60 vs. BMSRX (1.45). FSMDX return over 5 years is better than : 79.09 vs. BMSRX (37.74).
BMSRXFSMDXBMSRX / FSMDX
Total Expense Ratio1.590.036,360%
Annual Report Gross Expense Ratio1.680.036,720%
Fund Existence9 years14 years-
Gain YTD1.7163.19854%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.59B40.4B4%
Annual Yield % from dividends0.101.149%
Returns for 1 year1.4512.6012%
Returns for 3 years26.0540.7064%
Returns for 5 years37.7479.0948%
Returns for 10 yearsN/A116.87-
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