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BMSTX vs FSMDX
BMSTX vs FSMDX Comparison
Open Charts BMSTX vs FSMDX
MFS Blended Research Mid Cap Eq R3
Price$13.98
Change-$0.39 (-2.71%)
VolumeN/A
Net Assets1.5B
Fidelity Mid Cap Index
Price$33.81
Change-$0.82 (-2.37%)
VolumeN/A
Net Assets37.69B
BMSTX vs FSMDX Comparison Chart
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BMSTX vs. FSMDX commentary
May 23, 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 BMSTX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. BMSTX (1.5B). FSMDX pays higher dividends than BMSTX: FSMDX (1.21) vs BMSTX (0.74). BMSTX was incepted earlier than FSMDX: BMSTX (9 years) vs FSMDX (14 years). BMSTX (0.93) is less costly to investors than FSMDX (0.03). BMSTX is a more actively managed with annual turnover of: 75.00 vs. FSMDX (8.00). BMSTX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 8.87 vs. BMSTX (-1.26). FSMDX return over 5 years is better than : 83.18 vs. BMSTX (45.07).
| BMSTX | FSMDX | BMSTX / FSMDX | |
| Total Expense Ratio | 0.84 | 0.03 | 3,360% |
| Annual Report Gross Expense Ratio | 0.93 | 0.03 | 3,720% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 1.915 | 2.547 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 37.7B | 4% |
| Annual Yield % from dividends | 0.74 | 1.21 | 61% |
| Returns for 1 year | -1.26 | 8.87 | -14% |
| Returns for 3 years | 26.55 | 36.34 | 73% |
| Returns for 5 years | 45.07 | 83.18 | 54% |
| Returns for 10 years | N/A | 107.19 | - |
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