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BMSTX vs FSMDX
BMSTX vs FSMDX Comparison
Open Charts BMSTX vs FSMDX
MFS Blended Research Mid Cap Eq R3
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets1.64B
BMSTX vs FSMDX Comparison Chart in %
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BMSTX vs. FSMDX commentary
Jun 30, 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: 40.4B vs. BMSTX (1.64B). FSMDX pays higher dividends than BMSTX: FSMDX (1.14) vs BMSTX (0.70). 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 : 13.49 vs. BMSTX (3.00). FSMDX return over 5 years is better than : 80.97 vs. BMSTX (44.83).
| 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 | 3.333 | 4.279 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 40.4B | 4% |
| Annual Yield % from dividends | 0.70 | 1.14 | 61% |
| Returns for 1 year | 3.00 | 13.49 | 22% |
| Returns for 3 years | 31.94 | 44.53 | 72% |
| Returns for 5 years | 44.83 | 80.97 | 55% |
| Returns for 10 years | N/A | 118.40 | - |
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