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BMSTX vs FSMDX
BMSTX vs FSMDX Comparison
Open Charts BMSTX vs FSMDX
MFS Blended Research Mid Cap Eq R3
Price$15.21
Change-$0.13 (-0.85%)
VolumeN/A
Net Assets2.12B
Fidelity Mid Cap Index
Price$36.65
Change-$0.30 (-0.81%)
VolumeN/A
Net Assets44.83B
BMSTX vs FSMDX Comparison Chart in %
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BMSTX vs. FSMDX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. BMSTX (2.12B). FSMDX pays higher dividends than BMSTX: FSMDX (1.26) vs BMSTX (0.65). 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: 58.00 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 : 10.46 vs. BMSTX (0.40). FSMDX return over 5 years is better than : 75.05 vs. BMSTX (42.02).
| 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 | 8.794 | 9.682 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 44.8B | 5% |
| Annual Yield % from dividends | 0.65 | 1.26 | 52% |
| Returns for 1 year | 0.40 | 10.46 | 4% |
| Returns for 3 years | 47.52 | 59.72 | 80% |
| Returns for 5 years | 42.02 | 75.05 | 56% |
| Returns for 10 years | N/A | 154.07 | - |
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