Interact to see
Advertisement
Advertisement
BMSSX vs FSMDX
BMSSX vs FSMDX Comparison
Open Charts BMSSX vs FSMDX
MFS Blended Research Mid Cap Eq R2
Price$15.33
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets1.94B
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
BMSSX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BMSSX vs. FSMDX commentary
Sep 08, 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 StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. BMSSX (1.94B). FSMDX pays higher dividends than BMSSX: FSMDX (1.26) vs BMSSX (0.35). 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: 58.00 vs. FSMDX (15.00). BMSSX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 14.47 vs. BMSSX (4.93). FSMDX return over 5 years is better than : 71.01 vs. BMSSX (36.80).
| 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 | 9.311 | 9.771 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 44.8B | 4% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 4.93 | 14.47 | 34% |
| Returns for 3 years | 35.63 | 47.43 | 75% |
| Returns for 5 years | 36.80 | 71.01 | 52% |
| Returns for 10 years | N/A | 140.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement