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BMSTX vs FSMDX
BMSTX vs FSMDX Comparison
Open Charts BMSTX vs FSMDX
MFS Blended Research Mid Cap Eq R3
Price$14.87
Change+$0.27 (+1.85%)
VolumeN/A
Net Assets1.72B
Fidelity Mid Cap Index
Price$36.08
Change+$0.57 (+1.61%)
VolumeN/A
Net Assets43.39B
BMSTX vs FSMDX Comparison Chart in %
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BMSTX vs. FSMDX commentary
Aug 13, 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: 43.4B vs. BMSTX (1.72B). FSMDX pays higher dividends than BMSTX: FSMDX (1.29) vs BMSTX (0.67). 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 (15.00). BMSTX (0) and FSMDX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 13.74 vs. BMSTX (3.50). FSMDX return over 5 years is better than : 63.15 vs. BMSTX (28.74).
| 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 | 3.546 | 5.407 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 43.4B | 4% |
| Annual Yield % from dividends | 0.67 | 1.29 | 52% |
| Returns for 1 year | 3.50 | 13.74 | 25% |
| Returns for 3 years | 18.21 | 28.94 | 63% |
| Returns for 5 years | 28.74 | 63.15 | 46% |
| Returns for 10 years | N/A | 119.15 | - |
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