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BMSSX vs FSMDX
BMSSX vs FSMDX Comparison
Open Charts BMSSX vs FSMDX
MFS Blended Research Mid Cap Eq R2
Price$14.76
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.68B
Fidelity Mid Cap Index
Price$35.76
Change+$0.20 (+0.56%)
VolumeN/A
Net Assets42.38B
BMSSX vs FSMDX Comparison Chart in %
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BMSSX vs. FSMDX commentary
Jul 03, 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: 42.4B vs. BMSSX (1.68B). FSMDX pays higher dividends than BMSSX: FSMDX (1.31) vs BMSSX (0.37). 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 : 15.28 vs. BMSSX (4.12). FSMDX return over 5 years is better than : 76.62 vs. BMSSX (39.57).
| 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 | 4.478 | 5.556 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 42.4B | 4% |
| Annual Yield % from dividends | 0.37 | 1.31 | 28% |
| Returns for 1 year | 4.12 | 15.28 | 27% |
| Returns for 3 years | 32.98 | 46.71 | 71% |
| Returns for 5 years | 39.57 | 76.62 | 52% |
| Returns for 10 years | N/A | 119.96 | - |
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