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BMSTX vs FSMDX
BMSTX vs FSMDX Comparison
Open Charts BMSTX vs FSMDX
MFS Blended Research Mid Cap Eq R3
Price$13.86
Change+$0.18 (+1.32%)
VolumeN/A
Net Assets1.21B
Fidelity Mid Cap Index
Price$33.15
Change+$0.41 (+1.25%)
VolumeN/A
Net Assets37.64B
BMSTX vs FSMDX Comparison Chart
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BMSTX vs. FSMDX commentary
Apr 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 BMSTX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. BMSTX (1.21B). FSMDX pays higher dividends than BMSTX: FSMDX (1.20) vs BMSTX (0.72). 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 : 3.64 vs. BMSTX (-4.44). FSMDX return over 5 years is better than : 116.15 vs. BMSTX (72.25).
| 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 | -2.979 | -3.050 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 37.6B | 3% |
| Annual Yield % from dividends | 0.72 | 1.20 | 60% |
| Returns for 1 year | -4.44 | 3.64 | -122% |
| Returns for 3 years | 8.11 | 12.50 | 65% |
| Returns for 5 years | 72.25 | 116.15 | 62% |
| Returns for 10 years | N/A | 98.36 | - |
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