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BMSSX vs FSMDX
BMSSX vs FSMDX Comparison
Open Charts BMSSX vs FSMDX
MFS Blended Research Mid Cap Eq R2
Price$13.69
Change+$0.19 (+1.41%)
VolumeN/A
Net Assets1.38B
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
BMSSX vs FSMDX Comparison Chart
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BMSSX vs. FSMDX commentary
May 09, 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 Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. BMSSX (1.38B). FSMDX pays higher dividends than BMSSX: FSMDX (1.21) vs BMSSX (0.40). 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 : 5.24 vs. BMSSX (-5.19). FSMDX return over 5 years is better than : 75.46 vs. BMSSX (37.18).
| 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 | -4.051 | -2.843 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 37.7B | 4% |
| Annual Yield % from dividends | 0.40 | 1.21 | 33% |
| Returns for 1 year | -5.19 | 5.24 | -99% |
| Returns for 3 years | 18.64 | 29.17 | 64% |
| Returns for 5 years | 37.18 | 75.46 | 49% |
| Returns for 10 years | N/A | 98.68 | - |
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