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BMSSX vs FSMDX
BMSSX vs FSMDX Comparison
Open Charts BMSSX vs FSMDX
MFS Blended Research Mid Cap Eq R2
Price$12.58
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.19B
Fidelity Mid Cap Index
Price$30.83
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets37.64B
BMSSX vs FSMDX Comparison Chart
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BMSSX vs. FSMDX commentary
Apr 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 BMSSX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. BMSSX (1.19B). FSMDX pays higher dividends than BMSSX: FSMDX (1.20) vs BMSSX (0.39). BMSSX was incepted earlier than FSMDX: BMSSX (9 years) vs FSMDX (14 years). BMSSX (1.18) is less costly to investors than FSMDX (0.03). BMSSX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). BMSSX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 2.32 vs. BMSSX (-8.26). FSMDX return over 5 years is better than : 72.82 vs. BMSSX (34.36).
| BMSSX | FSMDX | BMSSX / FSMDX | |
| Total Expense Ratio | 1.09 | 0.03 | 4,360% |
| Annual Report Gross Expense Ratio | 1.18 | 0.03 | 4,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -10.021 | -8.321 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 37.6B | 3% |
| Annual Yield % from dividends | 0.39 | 1.20 | 33% |
| Returns for 1 year | -8.26 | 2.32 | -356% |
| Returns for 3 years | 0.64 | 8.89 | 7% |
| Returns for 5 years | 34.36 | 72.82 | 47% |
| Returns for 10 years | N/A | 87.37 | - |
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